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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 | $9,892 | $46,697-78.8% | $117,533-91.6% | $68,486-85.6% |
| Participation rate | 95.1% | 56.8%+38.3pp | 70.6%+24.5pp | 67.9%+27.2pp |
| Annual return | -21.03% | -14.52%-6.5pp | 29.77%-50.8pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,825 | $2,637+7.1% | $4,072-30.6% | $4,028-29.9% |
| Admin fee / account holder | $908 | $4,023-77.4% | $5,647-83.9% | $5,404-83.2% |