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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 | $18,238 | $72,404-74.8% | $110,243-83.5% | $64,173-71.6% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | -8.50% | -6.29%-2.2pp | 314.76%-323.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $418 | $2,282-81.7% | $3,827-89.1% | $2,381-82.5% |
| Participant deferral / active EE | $1,598 | $3,469-53.9% | $4,672-65.8% | $3,470-53.9% |
| Admin fee / account holder | $1,166 | $5,664-79.4% | $8,548-86.4% | $4,887-76.1% |