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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 | $6,476 | $65,434-90.1% | $98,483-93.4% | $85,847-92.5% |
| Participation rate | 76.4% | 65.0%+11.3pp | 73.3%+3.0pp | 69.3%+7.0pp |
| Annual return | 11.59% | 21.75%-10.2pp | 1494.38%-1482.8pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,603 | $3,168-49.4% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $890 | $4,595-80.6% | $5,953-85.1% | $6,261-85.8% |