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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 | $9,653 | $94,529-89.8% | $140,019-93.1% | $64,173-85.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 87.5%-1.8pp | 69.6%+16.1pp |
| Annual return | -14.40% | 7.77%-22.2pp | 651.15%-665.5pp | 7.63%-22.0pp |
| Employer contribution / active EE | $998 | $3,812-73.8% | $5,605-82.2% | $2,381-58.1% |
| Participant deferral / active EE | $4,959 | $5,250-5.6% | $6,927-28.4% | $3,470+42.9% |
| Admin fee / account holder | $339 | $6,741-95.0% | $10,705-96.8% | $4,887-93.1% |