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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 | $12,618 | $59,804-78.9% | $81,982-84.6% | $79,856-84.2% |
| Participation rate | 72.3% | 61.6%+10.7pp | 69.3%+3.1pp | 69.6%+2.7pp |
| Annual return | -1.58% | 17.56%-19.1pp | 41.31%-42.9pp | 31.71%-33.3pp |
| Employer contribution / active EE | $191 | $1,713-88.8% | $2,498-92.4% | $2,471-92.3% |
| Participant deferral / active EE | $1,290 | $2,695-52.1% | $3,722-65.4% | $3,741-65.5% |
| Admin fee / account holder | $2,773 | $4,288-35.3% | $5,665-51.0% | $5,306-47.7% |