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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 | $4,606 | $95,406-95.2% | $185,849-97.5% | $85,847-94.6% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 11.44% | 23.59%-12.2pp | 122.10%-110.7pp | 318.61%-307.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,983 | $3,424-42.1% | $5,569-64.4% | $3,952-49.8% |
| Admin fee / account holder | $410 | $7,214-94.3% | $16,244-97.5% | $6,261-93.5% |