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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 | $9,516 | $72,404-86.9% | $110,243-91.4% | $64,173-85.2% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -14.25% | -6.29%-8.0pp | 314.76%-329.0pp | 7.63%-21.9pp |
| Employer contribution / active EE | $435 | $2,282-80.9% | $3,827-88.6% | $2,381-81.7% |
| Participant deferral / active EE | $2,678 | $3,469-22.8% | $4,672-42.7% | $3,470-22.8% |
| Admin fee / account holder | $567 | $5,664-90.0% | $8,548-93.4% | $4,887-88.4% |