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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 | $2,830 | $48,235-94.1% | $68,803-95.9% | $68,490-95.9% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | -22.55% | -12.70%-9.9pp | -6.37%-16.2pp | -7.85%-14.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,907 | $2,867+1.4% | $3,942-26.3% | $4,028-27.8% |
| Admin fee / account holder | $459 | $4,361-89.5% | $4,936-90.7% | $5,403-91.5% |