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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 | $3,913 | $55,902-93.0% | $76,030-94.9% | $80,959-95.2% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.8pp | 67.7%+14.2pp |
| Annual return | 6.15% | 20.59%-14.4pp | 361.54%-355.4pp | 35.67%-29.5pp |
| Employer contribution / active EE | $189 | $1,867-89.9% | $2,688-93.0% | $2,757-93.1% |
| Participant deferral / active EE | $1,063 | $3,051-65.1% | $4,257-75.0% | $4,300-75.3% |
| Admin fee / account holder | $1,516 | $5,239-71.1% | $6,421-76.4% | $6,925-78.1% |