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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 | $2,214 | $57,073-96.1% | $85,126-97.4% | $80,925-97.3% |
| Participation rate | 82.7% | 56.4%+26.3pp | 67.5%+15.2pp | 67.7%+15.0pp |
| Annual return | 10.44% | 21.69%-11.3pp | 66.63%-56.2pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $813 | $3,113-73.9% | $4,523-82.0% | $4,299-81.1% |
| Admin fee / account holder | $340 | $4,988-93.2% | $6,160-94.5% | $6,940-95.1% |