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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 | $8,596 | $89,367-90.4% | $141,191-93.9% | $72,975-88.2% |
| Participation rate | 74.5% | 75.1%-0.7pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 15.34% | 111.87%-96.5pp | 71.41%-56.1pp | 81.01%-65.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,534 | $5,419-53.2% | $6,710-62.2% | $3,608-29.8% |
| Admin fee / account holder | $538 | $5,957-91.0% | $10,264-94.8% | $5,124-89.5% |