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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 | $55,889-93.9% | $76,119-95.5% | $80,935-95.8% |
| Participation rate | 90.6% | 62.1%+28.6pp | 69.1%+21.6pp | 67.7%+23.0pp |
| Annual return | 10.10% | 20.58%-10.5pp | 361.25%-351.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,175 | $3,051+4.0% | $4,259-25.5% | $4,299-26.2% |
| Admin fee / account holder | $833 | $5,241-84.1% | $6,421-87.0% | $6,924-88.0% |