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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 | $6,972 | $76,401-90.9% | $106,387-93.4% | $64,173-89.1% |
| Participation rate | 77.1% | 73.5%+3.6pp | 77.5%-0.3pp | 69.6%+7.5pp |
| Annual return | -18.82% | -2.19%-16.6pp | 0.25%-19.1pp | 7.63%-26.4pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,886 | $4,274-32.5% | $5,421-46.8% | $3,470-16.8% |
| Admin fee / account holder | $937 | $4,610-79.7% | $7,510-87.5% | $4,887-80.8% |