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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 | $7,604 | $81,276-90.6% | $155,574-95.1% | $80,925-90.6% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.7%+18.5pp |
| Annual return | -2.98% | 33.36%-36.3pp | 64.87%-67.8pp | 35.65%-38.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,415 | $3,453-59.0% | $5,629-74.9% | $4,299-67.1% |
| Admin fee / account holder | $1,275 | $7,993-84.1% | $15,914-92.0% | $6,940-81.6% |