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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 | $11,400 | $71,480-84.1% | $90,782-87.4% | $64,173-82.2% |
| Participation rate | 80.6% | 77.6%+3.1pp | 82.7%-2.0pp | 69.6%+11.1pp |
| Annual return | -9.65% | -4.25%-5.4pp | -3.42%-6.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $453 | $3,415-86.7% | $4,105-89.0% | $2,381-81.0% |
| Participant deferral / active EE | $1,537 | $4,302-64.3% | $5,366-71.4% | $3,470-55.7% |
| Admin fee / account holder | $1,003 | $6,309-84.1% | $5,908-83.0% | $4,887-79.5% |