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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 | $4,297 | $58,241-92.6% | $81,780-94.7% | $80,911-94.7% |
| Participation rate | 79.8% | 63.4%+16.3pp | 72.4%+7.4pp | 67.6%+12.1pp |
| Annual return | 7.89% | 41.73%-33.8pp | 776.27%-768.4pp | 35.63%-27.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,418 | $3,283-56.8% | $4,321-67.2% | $4,297-67.0% |
| Admin fee / account holder | $442 | $4,973-91.1% | $7,384-94.0% | $6,935-93.6% |