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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 | $25,137 | $72,404-65.3% | $110,243-77.2% | $64,173-60.8% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.6%+4.6pp |
| Annual return | -9.70% | -6.29%-3.4pp | 314.76%-324.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $488 | $2,282-78.6% | $3,827-87.2% | $2,381-79.5% |
| Participant deferral / active EE | $2,326 | $3,469-33.0% | $4,672-50.2% | $3,470-33.0% |
| Admin fee / account holder | $723 | $5,664-87.2% | $8,548-91.5% | $4,887-85.2% |