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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 | $5,204 | $78,197-93.3% | $98,090-94.7% | $82,637-93.7% |
| Participation rate | 76.9% | 77.5%-0.5pp | 81.5%-4.6pp | 68.1%+8.9pp |
| Annual return | 12.54% | 40.25%-27.7pp | 37.05%-24.5pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,874 | $6,636-41.6% | $7,845-50.6% | $4,126-6.1% |
| Admin fee / account holder | $1,986 | $14,832-86.6% | $11,815-83.2% | $7,339-72.9% |