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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 | $8,014 | $73,848-89.1% | $143,799-94.4% | $68,486-88.3% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -21.93% | 0.91%-22.8pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,235 | $3,385+291.0% | $5,638+134.7% | $4,028+228.6% |
| Admin fee / account holder | $1,280 | $5,755-77.8% | $14,677-91.3% | $5,404-76.3% |