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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 | $4,033 | $81,358-95.0% | $155,556-97.4% | $80,959-95.0% |
| Participation rate | 84.3% | 66.3%+18.0pp | 78.2%+6.1pp | 67.7%+16.6pp |
| Annual return | -11.90% | 33.39%-45.3pp | 64.84%-76.7pp | 35.67%-47.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,964 | $3,455-14.2% | $5,631-47.4% | $4,300-31.1% |
| Admin fee / account holder | $1,988 | $7,994-75.1% | $15,885-87.5% | $6,925-71.3% |