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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 | $9,553 | $78,690-87.9% | $161,489-94.1% | $87,485-89.1% |
| Participation rate | 75.9% | 67.5%+8.4pp | 78.7%-2.8pp | 68.9%+6.9pp |
| Annual return | 10.31% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,123 | $3,311-35.9% | $5,630-62.3% | $4,274-50.3% |
| Admin fee / account holder | $1,222 | $6,724-81.8% | $16,006-92.4% | $7,775-84.3% |