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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 | $4,459 | $62,583-92.9% | $76,767-94.2% | $64,173-93.1% |
| Participation rate | 74.2% | 72.8%+1.4pp | 77.0%-2.8pp | 69.6%+4.6pp |
| Annual return | -13.13% | -1.95%-11.2pp | 2.43%-15.6pp | 7.63%-20.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,999 | $3,145-36.4% | $3,852-48.1% | $3,470-42.4% |
| Admin fee / account holder | $840 | $4,667-82.0% | $6,675-87.4% | $4,887-82.8% |