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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 | $3,225 | $61,660-94.8% | $80,022-96.0% | $64,173-95.0% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | -30.59% | -0.33%-30.3pp | 11.22%-41.8pp | 7.63%-38.2pp |
| Employer contribution / active EE | $344 | $1,810-81.0% | $2,468-86.1% | $2,381-85.6% |
| Participant deferral / active EE | $2,608 | $2,968-12.1% | $3,686-29.2% | $3,470-24.8% |
| Admin fee / account holder | $1,011 | $5,417-81.3% | $6,521-84.5% | $4,887-79.3% |