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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 | $9,124 | $57,045-84.0% | $92,132-90.1% | $57,045-84.0% |
| Participation rate | 92.7% | 80.5%+12.2pp | 99.1%-6.4pp | 80.5%+12.2pp |
| Annual return | 0.14% | -16.56%+16.7pp | -0.51%+0.6pp | -16.56%+16.7pp |
| Employer contribution / active EE | $1,003 | $2,813-64.4% | $4,037-75.2% | $2,813-64.4% |
| Participant deferral / active EE | $0 | $3,514-100.0% | $5,132-100.0% | $3,514-100.0% |
| Admin fee / account holder | $769 | $1,022-24.8% | $42,791-98.2% | $1,022-24.8% |