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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 | $3,114 | $60,349-94.8% | $74,184-95.8% | $62,881-95.0% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | -12.29% | 21.38%-33.7pp | 17.74%-30.0pp | 20.14%-32.4pp |
| Employer contribution / active EE | $101 | $1,680-94.0% | $2,370-95.8% | $2,281-95.6% |
| Participant deferral / active EE | $1,704 | $2,856-40.3% | $3,550-52.0% | $3,203-46.8% |
| Admin fee / account holder | $482 | $4,261-88.7% | $5,586-91.4% | $4,296-88.8% |