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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 | $3,804 | $56,544-93.3% | $75,501-95.0% | $70,126-94.6% |
| Participation rate | 79.4% | 68.1%+11.3pp | 72.4%+7.1pp | 69.5%+9.9pp |
| Annual return | 2.17% | 23.59%-21.4pp | 27.35%-25.2pp | 73.15%-71.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,231 | $2,580-13.5% | $3,142-29.0% | $3,332-33.0% |
| Admin fee / account holder | $790 | $3,827-79.3% | $5,801-86.4% | $4,645-83.0% |