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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 | $14,010 | $138,393-89.9% | $184,256-92.4% | $80,959-82.7% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.7%+30.2pp |
| Annual return | -6.04% | 20.01%-26.1pp | 28.85%-34.9pp | 35.67%-41.7pp |
| Employer contribution / active EE | $1,310 | $4,847-73.0% | $6,427-79.6% | $2,757-52.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $540 | $10,489-94.8% | $13,899-96.1% | $6,925-92.2% |