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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 | $12,842 | $43,730-70.6% | $121,208-89.4% | $64,181-80.0% |
| Participation rate | 87.2% | 58.3%+28.8pp | 71.8%+15.4pp | 69.6%+17.6pp |
| Annual return | -8.50% | 68.94%-77.4pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $18 | $1,297-98.6% | $4,023-99.6% | $2,381-99.2% |
| Participant deferral / active EE | $1,722 | $2,281-24.5% | $3,345-48.5% | $3,470-50.4% |
| Admin fee / account holder | $1,246 | $3,502-64.4% | $5,020-75.2% | $4,887-74.5% |