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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 | $3,419 | $52,353-93.5% | $120,225-97.2% | $82,448-95.9% |
| Participation rate | 96.7% | 58.3%+38.4pp | 69.6%+27.1pp | 68.1%+28.6pp |
| Annual return | 12.82% | 61.85%-49.0pp | 439.23%-426.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,293 | $2,627-50.8% | $3,999-67.7% | $4,139-68.8% |
| Admin fee / account holder | $462 | $4,363-89.4% | $5,696-91.9% | $7,234-93.6% |