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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 | $13,011 | $107,666-87.9% | $102,184-87.3% | $154,746-91.6% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | -38.62% | 29.33%-67.9pp | 31.58%-70.2pp | 172.34%-211.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,509 | $8,719+20.5% | $8,309+26.5% | $6,730+56.1% |
| Admin fee / account holder | $8,626 | $12,943-33.4% | $11,609-25.7% | $14,365-40.0% |