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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 | $5,179 | $73,863-93.0% | $143,797-96.4% | $68,490-92.4% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -36.00% | 0.91%-36.9pp | -0.04%-36.0pp | -7.85%-28.1pp |
| Employer contribution / active EE | $97 | $3,185-96.9% | $4,952-98.0% | $2,597-96.3% |
| Participant deferral / active EE | $1,385 | $3,385-59.1% | $5,638-75.4% | $4,028-65.6% |
| Admin fee / account holder | $1,167 | $5,756-79.7% | $14,679-92.1% | $5,403-78.4% |