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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 | $4,940 | $64,716-92.4% | $112,258-95.6% | $68,495-92.8% |
| Participation rate | 83.7% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.8pp |
| Annual return | -21.08% | -11.40%-9.7pp | 27.47%-48.6pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,273 | $3,565-36.2% | $4,728-51.9% | $4,028-43.6% |
| Admin fee / account holder | $445 | $5,232-91.5% | $6,411-93.1% | $5,403-91.8% |