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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 | $3,417 | $55,902-93.9% | $76,030-95.5% | $80,959-95.8% |
| Participation rate | 90.6% | 62.1%+28.6pp | 69.1%+21.6pp | 67.7%+23.0pp |
| Annual return | 10.10% | 20.59%-10.5pp | 361.54%-351.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,175 | $3,051+4.1% | $4,257-25.4% | $4,300-26.2% |
| Admin fee / account holder | $833 | $5,239-84.1% | $6,421-87.0% | $6,925-88.0% |