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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 | $13,673 | $52,678-74.0% | $75,784-82.0% | $59,633-77.1% |
| Participation rate | 83.9% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.2pp |
| Annual return | -5.04% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,808 | $2,591-30.2% | $3,652-50.5% | $3,192-43.4% |
| Admin fee / account holder | $2,906 | $3,610-19.5% | $5,300-45.2% | $4,297-32.4% |