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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,239 | $50,947-64.2% | $74,549-75.5% | $64,173-71.6% |
| Participation rate | 85.4% | 61.1%+24.4pp | 69.1%+16.3pp | 69.6%+15.8pp |
| Annual return | -8.21% | -1.85%-6.4pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,141 | $2,302-7.0% | $3,108-31.1% | $3,470-38.3% |
| Admin fee / account holder | $756 | $4,221-82.1% | $5,059-85.1% | $4,887-84.5% |