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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 | $14,700 | $71,878-79.5% | $86,698-83.0% | $68,486-78.5% |
| Participation rate | 98.1% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -20.59% | 3.53%-24.1pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,733 | $3,779-27.7% | $4,656-41.3% | $4,028-32.1% |
| Admin fee / account holder | $515 | $6,113-91.6% | $7,493-93.1% | $5,404-90.5% |