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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 | $7,848 | $42,910-81.7% | $60,919-87.1% | $68,490-88.5% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -19.86% | -13.99%-5.9pp | 16.96%-36.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,074 | $2,866+7.3% | $3,814-19.4% | $4,028-23.7% |
| Admin fee / account holder | $399 | $3,104-87.1% | $3,228-87.6% | $5,403-92.6% |