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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 | $5,004 | $73,848-93.2% | $143,799-96.5% | $68,486-92.7% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -22.02% | 0.91%-22.9pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,576 | $3,385+5.6% | $5,638-36.6% | $4,028-11.2% |
| Admin fee / account holder | $427 | $5,755-92.6% | $14,677-97.1% | $5,404-92.1% |