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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 | $12,558 | $84,236-85.1% | $170,435-92.6% | $70,126-82.1% |
| Participation rate | 94.3% | 70.8%+23.5pp | 83.6%+10.7pp | 69.5%+24.7pp |
| Annual return | 7.52% | 23.06%-15.5pp | 205.94%-198.4pp | 73.15%-65.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,010 | $3,086-67.3% | $4,939-79.6% | $3,332-69.7% |
| Admin fee / account holder | $1,463 | $5,698-74.3% | $13,881-89.5% | $4,645-68.5% |