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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 | $22,380 | $130,294-82.8% | $170,028-86.8% | $71,495-68.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -38.88% | 20.36%-59.2pp | 53.39%-92.3pp | 28.85%-67.7pp |
| Employer contribution / active EE | $1,364 | $4,385-68.9% | $6,788-79.9% | $2,589-47.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,409-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2,345 | $966+142.7% | $12,820-81.7% | $1,588+47.7% |