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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 | $10,689 | $65,434-83.7% | $98,483-89.1% | $85,847-87.5% |
| Participation rate | 92.5% | 65.0%+27.5pp | 73.3%+19.2pp | 69.3%+23.2pp |
| Annual return | 10.45% | 21.75%-11.3pp | 1494.38%-1483.9pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,207 | $3,168-30.3% | $4,276-48.4% | $3,952-44.2% |
| Admin fee / account holder | $1,123 | $4,595-75.6% | $5,953-81.1% | $6,261-82.1% |