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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 | $39,067 | $145,431-73.1% | $211,142-81.5% | $87,485-55.3% |
| Participation rate | 80.5% | 84.7%-4.3pp | 87.3%-6.8pp | 68.9%+11.6pp |
| Annual return | -35.53% | 27.21%-62.7pp | 46.84%-82.4pp | 26.06%-61.6pp |
| Employer contribution / active EE | $1,496 | $4,662-67.9% | $6,442-76.8% | $2,596-42.4% |
| Participant deferral / active EE | $5,469 | $6,859-20.3% | $9,284-41.1% | $4,274+28.0% |
| Admin fee / account holder | $6,157 | $17,052-63.9% | $19,076-67.7% | $7,775-20.8% |