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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 | $5,158 | $81,358-93.7% | $155,556-96.7% | $80,959-93.6% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 9.32% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,025 | $3,455-41.4% | $5,631-64.0% | $4,300-52.9% |
| Admin fee / account holder | $1,461 | $7,994-81.7% | $15,885-90.8% | $6,925-78.9% |