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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 | $11,901 | $76,371-84.4% | $93,621-87.3% | $72,975-83.7% |
| Participation rate | 97.0% | 71.8%+25.2pp | 75.8%+21.1pp | 69.5%+27.5pp |
| Annual return | -17.18% | 25.82%-43.0pp | 32.76%-49.9pp | 81.01%-98.2pp |
| Employer contribution / active EE | $303 | $2,276-86.7% | $2,719-88.9% | $2,440-87.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,545 | $6,839-77.4% | $7,890-80.4% | $5,124-69.8% |