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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 | $2,570 | $77,814-96.7% | $158,223-98.4% | $86,983-97.0% |
| Participation rate | 89.1% | 68.4%+20.7pp | 79.2%+9.9pp | 69.5%+19.6pp |
| Annual return | 1.12% | 30.54%-29.4pp | 52.09%-51.0pp | 25.83%-24.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,421 | $3,270-56.5% | $5,467-74.0% | $4,194-66.1% |
| Admin fee / account holder | $368 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |