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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 | $138,366-89.9% | $184,185-92.4% | $80,911-82.7% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | -6.04% | 20.02%-26.1pp | 28.81%-34.9pp | 35.63%-41.7pp |
| Employer contribution / active EE | $1,310 | $4,849-73.0% | $6,426-79.6% | $2,756-52.4% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $540 | $10,484-94.8% | $13,909-96.1% | $6,935-92.2% |