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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 | $10,118 | $48,364-79.1% | $71,796-85.9% | $62,881-83.9% |
| Participation rate | 79.3% | 60.6%+18.7pp | 69.1%+10.2pp | 69.3%+10.0pp |
| Annual return | 4.15% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,289 | $2,091-38.3% | $2,794-53.9% | $3,203-59.7% |
| Admin fee / account holder | $656 | $3,771-82.6% | $4,815-86.4% | $4,296-84.7% |