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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 | $4,734 | $55,889-91.5% | $76,119-93.8% | $80,935-94.2% |
| Participation rate | 73.0% | 62.1%+10.9pp | 69.1%+3.9pp | 67.7%+5.3pp |
| Annual return | 2.29% | 20.58%-18.3pp | 361.25%-359.0pp | 35.66%-33.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $3,051-52.4% | $4,259-65.9% | $4,299-66.2% |
| Admin fee / account holder | $472 | $5,241-91.0% | $6,421-92.7% | $6,924-93.2% |