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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 | $9,423 | $78,690-88.0% | $161,489-94.2% | $87,485-89.2% |
| Participation rate | 88.5% | 67.5%+21.1pp | 78.7%+9.8pp | 68.9%+19.6pp |
| Annual return | 11.34% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,469 | $3,311-55.6% | $5,630-73.9% | $4,274-65.6% |
| Admin fee / account holder | $314 | $6,724-95.3% | $16,006-98.0% | $7,775-96.0% |