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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 | $3,717 | $76,368-95.1% | $67,681-94.5% | $154,746-97.6% |
| Participation rate | 84.6% | 79.0%+5.7pp | 73.7%+10.9pp | 80.7%+3.9pp |
| Annual return | 5.57% | 1066.77%-1061.2pp | 590.58%-585.0pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,827 | $4,824-62.1% | $3,976-54.0% | $6,730-72.9% |
| Admin fee / account holder | $6,412 | $8,559-25.1% | $6,100+5.1% | $14,365-55.4% |