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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 | $9,305 | $107,421-91.3% | $182,262-94.9% | $94,015-90.1% |
| Participation rate | 78.4% | 77.8%+0.6pp | 84.2%-5.8pp | 70.8%+7.6pp |
| Annual return | 12.57% | 21.32%-8.7pp | 140.60%-128.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,134 | $6,558-52.2% | $8,276-62.1% | $4,249-26.3% |
| Admin fee / account holder | $3,588 | $8,692-58.7% | $16,712-78.5% | $8,951-59.9% |