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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 | $8,770 | $56,484-84.5% | $169,452-94.8% | $64,181-86.3% |
| Participation rate | 78.4% | 64.5%+13.9pp | 77.8%+0.6pp | 69.6%+8.8pp |
| Annual return | -10.30% | -1.55%-8.7pp | 1.83%-12.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,509 | $3,448-27.2% | $5,277-52.5% | $3,470-27.7% |
| Admin fee / account holder | $877 | $4,174-79.0% | $9,110-90.4% | $4,887-82.1% |