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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 | $5,778 | $84,236-93.1% | $170,435-96.6% | $70,126-91.8% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 11.50% | 23.06%-11.6pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,165 | $3,086-29.8% | $4,939-56.2% | $3,332-35.0% |
| Admin fee / account holder | $339 | $5,698-94.0% | $13,881-97.6% | $4,645-92.7% |