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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 | $14,837 | $54,380-72.7% | $68,509-78.3% | $59,633-75.1% |
| Participation rate | 70.5% | 70.2%+0.3pp | 74.7%-4.2pp | 68.7%+1.8pp |
| Annual return | -8.26% | 2.83%-11.1pp | 8.27%-16.5pp | 2041.45%-2049.7pp |
| Employer contribution / active EE | $101 | $1,539-93.5% | $2,278-95.6% | $2,203-95.4% |
| Participant deferral / active EE | $1,167 | $2,643-55.8% | $3,382-65.5% | $3,192-63.4% |
| Admin fee / account holder | $539 | $3,885-86.1% | $5,275-89.8% | $4,297-87.5% |