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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 | $8,123 | $69,590-88.3% | $136,867-94.1% | $94,015-91.4% |
| Participation rate | 77.5% | 66.3%+11.2pp | 74.5%+3.0pp | 70.8%+6.7pp |
| Annual return | 7.46% | 19.62%-12.2pp | 42.97%-35.5pp | 17.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,764 | $3,437-19.6% | $4,924-43.9% | $4,249-35.0% |
| Admin fee / account holder | $1,667 | $8,912-81.3% | $10,340-83.9% | $8,951-81.4% |