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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 | $7,540 | $43,730-82.8% | $121,220-93.8% | $64,173-88.3% |
| Participation rate | 87.3% | 58.3%+29.0pp | 71.8%+15.6pp | 69.6%+17.8pp |
| Annual return | -11.65% | 68.94%-80.6pp | 16.94%-28.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $177 | $1,297-86.4% | $4,023-95.6% | $2,381-92.6% |
| Participant deferral / active EE | $1,217 | $2,281-46.6% | $3,345-63.6% | $3,470-64.9% |
| Admin fee / account holder | $1,318 | $3,502-62.4% | $5,021-73.8% | $4,887-73.0% |