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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 | $9,596 | $91,198-89.5% | $178,503-94.6% | $79,856-88.0% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 6.22% | 24.20%-18.0pp | 151.12%-144.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,332 | $3,237-58.9% | $5,202-74.4% | $3,741-64.4% |
| Admin fee / account holder | $1,274 | $6,748-81.1% | $13,987-90.9% | $5,306-76.0% |