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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 | $9,126 | $112,729-91.9% | $98,716-90.8% | $137,256-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -5.59% | 38.48%-44.1pp | 31.81%-37.4pp | 220.34%-225.9pp |
| Employer contribution / active EE | $423 | $2,725-84.5% | $2,279-81.4% | $4,156-89.8% |
| Participant deferral / active EE | $2,950 | $4,640-36.4% | $4,048-27.1% | $6,407-54.0% |
| Admin fee / account holder | $4,728 | $10,129-53.3% | $8,703-45.7% | $12,270-61.5% |