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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 | $3,133 | $81,331-96.1% | $155,534-98.0% | $80,935-96.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 9.01% | 33.37%-24.4pp | 64.92%-55.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,245 | $3,454-64.0% | $5,630-77.9% | $4,299-71.0% |
| Admin fee / account holder | $305 | $7,999-96.2% | $15,900-98.1% | $6,924-95.6% |