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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 | $11,384 | $91,537-87.6% | $130,045-91.2% | $75,173-84.9% |
| Participation rate | 81.4% | 71.5%+10.0pp | 78.5%+2.9pp | 67.2%+14.2pp |
| Annual return | 4.30% | -631.55%+635.8pp | -137.30%+141.6pp | 160.72%-156.4pp |
| Employer contribution / active EE | $726 | $2,845-74.5% | $4,321-83.2% | $2,671-72.8% |
| Participant deferral / active EE | $2,521 | $4,343-41.9% | $5,820-56.7% | $4,126-38.9% |
| Admin fee / account holder | $776 | $6,780-88.6% | $10,600-92.7% | $5,651-86.3% |