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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 | $9,351 | $85,171-89.0% | $172,752-94.6% | $72,975-87.2% |
| Participation rate | 71.7% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 10.40% | 27.32%-16.9pp | 802.97%-792.6pp | 81.01%-70.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,689 | $3,260-48.2% | $5,198-67.5% | $3,608-53.2% |
| Admin fee / account holder | $1,924 | $5,880-67.3% | $13,955-86.2% | $5,124-62.4% |