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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 | $13,229 | $91,198-85.5% | $178,503-92.6% | $79,856-83.4% |
| Participation rate | 78.9% | 69.2%+9.7pp | 81.9%-3.0pp | 69.6%+9.3pp |
| Annual return | 2.54% | 24.20%-21.7pp | 151.12%-148.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,664 | $3,237-48.6% | $5,202-68.0% | $3,741-55.5% |
| Admin fee / account holder | $1,464 | $6,748-78.3% | $13,987-89.5% | $5,306-72.4% |