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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 | $9,174 | $71,872-87.2% | $86,691-89.4% | $68,495-86.6% |
| Participation rate | 98.1% | 72.2%+25.9pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -22.36% | 3.53%-25.9pp | 35.94%-58.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,821 | $3,779-51.8% | $4,656-60.9% | $4,028-54.8% |
| Admin fee / account holder | $408 | $6,112-93.3% | $7,492-94.6% | $5,403-92.4% |