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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 | $10,453 | $87,132-88.0% | $105,624-90.1% | $80,959-87.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 8.10% | 17.03%-8.9pp | 116.20%-108.1pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,914 | $3,985-26.9% | $5,013-41.9% | $4,300-32.2% |
| Admin fee / account holder | $2,094 | $8,449-75.2% | $10,961-80.9% | $6,925-69.8% |