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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 | $4,051 | $76,368-94.7% | $67,681-94.0% | $154,746-97.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 8.20% | 1066.77%-1058.6pp | 590.58%-582.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,083 | $4,824-77.6% | $3,976-72.8% | $6,730-83.9% |
| Admin fee / account holder | $3,025 | $8,559-64.7% | $6,100-50.4% | $14,365-78.9% |