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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 | $13,879 | $81,504-83.0% | $102,437-86.5% | $80,959-82.9% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.5pp |
| Annual return | 5.96% | 25.60%-19.6pp | 24.95%-19.0pp | 35.67%-29.7pp |
| Employer contribution / active EE | $3 | $3,104-99.9% | $3,871-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $3,853 | $3,871-0.5% | $5,060-23.9% | $4,300-10.4% |
| Admin fee / account holder | $2,996 | $6,719-55.4% | $8,388-64.3% | $6,925-56.7% |