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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 | $11,072 | $56,200-80.3% | $67,653-83.6% | $59,633-81.4% |
| Participation rate | 82.1% | 71.5%+10.7pp | 75.7%+6.5pp | 68.7%+13.5pp |
| Annual return | -2.86% | 18506.71%-18509.6pp | 6625.22%-6628.1pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,840 | $2,843-0.1% | $3,560-20.2% | $3,192-11.0% |
| Admin fee / account holder | $1,689 | $3,959-57.3% | $4,821-65.0% | $4,297-60.7% |