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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 | $8,750 | $77,816-88.8% | $123,549-92.9% | $64,181-86.4% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -19.95% | 12.49%-32.4pp | 119.20%-139.2pp | 7.63%-27.6pp |
| Employer contribution / active EE | $312 | $3,014-89.7% | $4,628-93.3% | $2,381-86.9% |
| Participant deferral / active EE | $3,749 | $5,240-28.5% | $6,426-41.7% | $3,470+8.0% |
| Admin fee / account holder | $780 | $5,519-85.9% | $9,284-91.6% | $4,887-84.0% |