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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 | $20,656 | $73,009-71.7% | $90,760-77.2% | $68,486-69.8% |
| Participation rate | 97.4% | 70.8%+26.6pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,952 | $3,626-18.6% | $4,565-35.3% | $4,028-26.7% |
| Admin fee / account holder | $888 | $5,896-84.9% | $8,444-89.5% | $5,404-83.6% |