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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 | $9,440 | $49,280-80.8% | $67,313-86.0% | $64,173-85.3% |
| Participation rate | 96.7% | 60.8%+35.9pp | 69.1%+27.6pp | 69.6%+27.1pp |
| Annual return | -10.07% | -1.39%-8.7pp | -4.08%-6.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,644 | $2,484+86.9% | $3,568+30.1% | $3,470+33.8% |
| Admin fee / account holder | $1,718 | $3,863-55.5% | $4,507-61.9% | $4,887-64.8% |