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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 | $19,800 | $62,589-68.4% | $76,768-74.2% | $64,173-69.1% |
| Participation rate | 77.5% | 72.8%+4.6pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | -7.62% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,879 | $3,145-8.5% | $3,852-25.2% | $3,470-17.0% |
| Admin fee / account holder | $2,231 | $4,667-52.2% | $6,675-66.6% | $4,887-54.4% |