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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 | $2,308 | $69,252-96.7% | $64,099-96.4% | $139,456-98.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.90% | 45.89%-36.0pp | 33.70%-23.8pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $943 | $4,683-79.9% | $3,881-75.7% | $6,711-85.9% |
| Admin fee / account holder | $3,701 | $4,248-12.9% | $3,070+20.5% | $11,407-67.6% |