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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 | $2,314 | $58,311-96.0% | $81,882-97.2% | $80,959-97.1% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.4%+7.6pp | 67.7%+12.3pp |
| Annual return | 6.87% | 41.85%-35.0pp | 779.47%-772.6pp | 35.67%-28.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,435 | $3,287-56.4% | $4,323-66.8% | $4,300-66.6% |
| Admin fee / account holder | $867 | $4,752-81.8% | $7,360-88.2% | $6,925-87.5% |