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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 | $10,673 | $99,009-89.2% | $86,581-87.7% | $147,585-92.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 7.94% | 1312.70%-1304.8pp | 965.06%-957.1pp | 578.58%-570.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,793 | $3,972-54.9% | $3,609-50.3% | $5,439-67.0% |
| Admin fee / account holder | $964 | $5,709-83.1% | $4,904-80.3% | $10,886-91.1% |