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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 | $7,049 | $58,600-88.0% | $83,327-91.5% | $64,173-89.0% |
| Participation rate | 91.2% | 72.0%+19.2pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -17.56% | 9.66%-27.2pp | 10.64%-28.2pp | 7.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,783 | $4,656+24.2% | $5,565+3.9% | $3,470+66.7% |
| Admin fee / account holder | $717 | $9,282-92.3% | $7,540-90.5% | $4,887-85.3% |