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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 | $2,839 | $63,354-95.5% | $94,105-97.0% | $82,637-96.6% |
| Participation rate | 74.4% | 63.8%+10.5pp | 71.9%+2.4pp | 68.1%+6.3pp |
| Annual return | 9.62% | 34.36%-24.7pp | 204.55%-194.9pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,718 | $2,873-40.2% | $3,881-55.7% | $4,126-58.4% |
| Admin fee / account holder | $747 | $5,073-85.3% | $6,199-88.0% | $7,339-89.8% |