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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 | $3,262 | $60,139-94.6% | $90,461-96.4% | $79,856-95.9% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 7.22% | 71.96%-64.7pp | 1294.76%-1287.5pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $879 | $2,939-70.1% | $3,964-77.8% | $3,741-76.5% |
| Admin fee / account holder | $414 | $3,978-89.6% | $5,617-92.6% | $5,306-92.2% |