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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 | $2,731 | $91,179-97.0% | $178,499-98.5% | $79,852-96.6% |
| Participation rate | 71.0% | 69.2%+1.8pp | 81.9%-10.9pp | 69.6%+1.4pp |
| Annual return | 7.32% | 24.19%-16.9pp | 151.10%-143.8pp | 31.72%-24.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,164 | $3,236-64.0% | $5,202-77.6% | $3,740-68.9% |
| Admin fee / account holder | $502 | $6,749-92.6% | $13,986-96.4% | $5,306-90.5% |