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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 | $5,775 | $42,910-86.5% | $60,919-90.5% | $68,490-91.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 73.1%-3.1pp | 67.9%+2.1pp |
| Annual return | -21.72% | -13.99%-7.7pp | 16.96%-38.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $298 | $1,978-85.0% | $2,704-89.0% | $2,597-88.5% |
| Participant deferral / active EE | $2,401 | $2,866-16.2% | $3,814-37.1% | $4,028-40.4% |
| Admin fee / account holder | $405 | $3,104-87.0% | $3,228-87.5% | $5,403-92.5% |