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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 | $6,534 | $58,311-88.8% | $81,882-92.0% | $80,959-91.9% |
| Participation rate | 87.1% | 63.5%+23.6pp | 72.4%+14.7pp | 67.7%+19.4pp |
| Annual return | 9.78% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,229 | $3,287-1.8% | $4,323-25.3% | $4,300-24.9% |
| Admin fee / account holder | $584 | $4,752-87.7% | $7,360-92.1% | $6,925-91.6% |