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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 | $8,478 | $39,132-78.3% | $57,196-85.2% | $62,881-86.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -4.66% | 9.24%-13.9pp | 14.59%-19.3pp | 20.14%-24.8pp |
| Employer contribution / active EE | $265 | $1,874-85.9% | $2,683-90.1% | $2,281-88.4% |
| Participant deferral / active EE | $887 | $2,374-62.6% | $3,096-71.3% | $3,203-72.3% |
| Admin fee / account holder | $1,517 | $2,594-41.5% | $3,141-51.7% | $4,296-64.7% |