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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 | $9,779 | $59,819-83.7% | $79,583-87.7% | $68,490-85.7% |
| Participation rate | 81.6% | 61.1%+20.6pp | 69.5%+12.1pp | 67.9%+13.7pp |
| Annual return | -22.43% | -12.30%-10.1pp | 0.16%-22.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,242 | $3,025+73.3% | $3,986+31.5% | $4,028+30.1% |
| Admin fee / account holder | $338 | $4,835-93.0% | $6,835-95.1% | $5,403-93.7% |