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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 | $12,086 | $95,415-87.3% | $185,851-93.5% | $85,851-85.9% |
| Participation rate | 95.1% | 68.8%+26.4pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 2.88% | 23.59%-20.7pp | 122.11%-119.2pp | 318.63%-315.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,715 | $3,424-20.7% | $5,569-51.3% | $3,952-31.3% |
| Admin fee / account holder | $32,208 | $7,215+346.4% | $16,245+98.3% | $6,261+414.4% |