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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 | $5,659 | $90,530-93.7% | $76,030-92.6% | $145,897-96.1% |
| Participation rate | 95.5% | 74.4%+21.0pp | 69.1%+26.4pp | 80.3%+15.1pp |
| Annual return | 8.02% | 625.08%-617.1pp | 361.54%-353.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,410 | $5,164-53.3% | $4,257-43.4% | $6,689-64.0% |
| Admin fee / account holder | $340 | $8,383-95.9% | $6,421-94.7% | $13,390-97.5% |