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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 | $87,059-88.0% | $105,608-90.1% | $80,925-87.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 8.10% | 17.05%-9.0pp | 116.50%-108.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,914 | $3,986-26.9% | $5,010-41.8% | $4,299-32.2% |
| Admin fee / account holder | $2,094 | $8,443-75.2% | $11,028-81.0% | $6,940-69.8% |