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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 | $12,866 | $76,551-83.2% | $123,894-89.6% | $62,881-79.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -7.85% | 18.68%-26.5pp | 47.52%-55.4pp | 20.14%-28.0pp |
| Employer contribution / active EE | $345 | $2,882-88.0% | $4,617-92.5% | $2,281-84.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,546 | $4,826-47.2% | $8,357-69.5% | $4,296-40.7% |