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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 | $10,593 | $57,352-81.5% | $83,830-87.4% | $64,173-83.5% |
| Participation rate | 79.1% | 68.6%+10.5pp | 76.1%+3.0pp | 69.6%+9.5pp |
| Annual return | -8.68% | 11.38%-20.1pp | 850.97%-859.7pp | 7.63%-16.3pp |
| Employer contribution / active EE | $375 | $2,546-85.3% | $3,631-89.7% | $2,381-84.2% |
| Participant deferral / active EE | $2,064 | $2,993-31.0% | $4,082-49.4% | $3,470-40.5% |
| Admin fee / account holder | $1,138 | $4,046-71.9% | $5,479-79.2% | $4,887-76.7% |