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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 | $6,207 | $47,848-87.0% | $81,473-92.4% | $70,126-91.1% |
| Participation rate | 72.0% | 58.3%+13.7pp | 68.0%+4.0pp | 69.5%+2.5pp |
| Annual return | 0.51% | 27.25%-26.7pp | 38.78%-38.3pp | 73.15%-72.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $847 | $2,453-65.5% | $3,537-76.1% | $3,332-74.6% |
| Admin fee / account holder | $913 | $3,145-71.0% | $4,561-80.0% | $4,645-80.4% |