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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 | $20,643 | $78,705-73.8% | $117,860-82.5% | $70,124-70.6% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 10.68% | 23.30%-12.6pp | 335.10%-324.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,960 | $3,297-40.6% | $4,482-56.3% | $3,332-41.2% |
| Admin fee / account holder | $13,099 | $5,065+158.6% | $8,021+63.3% | $4,645+182.0% |