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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 | $24,705 | $109,620-77.5% | $148,496-83.4% | $94,015-73.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | -31.78% | 17.54%-49.3pp | 12.33%-44.1pp | 17.84%-49.6pp |
| Employer contribution / active EE | $560 | $2,618-78.6% | $3,497-84.0% | $2,790-79.9% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,220 | $10,050-28.2% | $19,547-63.1% | $8,951-19.3% |