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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 | $5,940 | $48,267-87.7% | $68,808-91.4% | $68,486-91.3% |
| Participation rate | 79.0% | 60.7%+18.4pp | 69.0%+10.0pp | 67.9%+11.1pp |
| Annual return | -22.75% | -12.70%-10.1pp | -6.37%-16.4pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,438 | $2,867+19.9% | $3,942-12.8% | $4,028-14.6% |
| Admin fee / account holder | $349 | $4,362-92.0% | $4,936-92.9% | $5,404-93.5% |