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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 | $73,107-96.1% | $114,563-97.5% | $87,485-96.8% |
| Participation rate | 74.4% | 65.8%+8.6pp | 72.9%+1.5pp | 68.9%+5.4pp |
| Annual return | 9.62% | 19.47%-9.8pp | 241.09%-231.5pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,718 | $3,144-45.3% | $4,142-58.5% | $4,274-59.8% |
| Admin fee / account holder | $747 | $5,770-87.1% | $7,623-90.2% | $7,775-90.4% |