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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 | $15,817 | $58,600-73.0% | $83,327-81.0% | $64,173-75.4% |
| Participation rate | 76.9% | 72.0%+4.9pp | 77.8%-0.8pp | 69.6%+7.4pp |
| Annual return | -8.59% | 9.66%-18.3pp | 10.64%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,204 | $4,656+76.2% | $5,565+47.4% | $3,470+136.4% |
| Admin fee / account holder | $4,053 | $9,282-56.3% | $7,540-46.3% | $4,887-17.1% |