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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 | $11,540 | $59,191-80.5% | $76,767-85.0% | $56,289-79.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 77.0%-2.0pp | 69.9%+5.1pp |
| Annual return | -6.87% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $173 | $1,759-90.2% | $2,485-93.0% | $2,111-91.8% |
| Participant deferral / active EE | $2,002 | $3,255-38.5% | $3,852-48.0% | $3,350-40.2% |
| Admin fee / account holder | $1,003 | $489+104.9% | $6,675-85.0% | $521+92.4% |