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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 | $14,532 | $77,817-81.3% | $123,553-88.2% | $64,173-77.4% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -11.81% | 12.49%-24.3pp | 119.21%-131.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,704 | $5,240+123.4% | $6,426+82.1% | $3,470+237.3% |
| Admin fee / account holder | $1,381 | $5,519-75.0% | $9,284-85.1% | $4,887-71.7% |