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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 | $8,714 | $102,635-91.5% | $86,209-89.9% | $139,456-93.8% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 6.26% | 1923.53%-1917.3pp | 1169.05%-1162.8pp | 373.45%-367.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,076 | $4,677-55.6% | $3,986-47.9% | $6,711-69.1% |
| Admin fee / account holder | $653 | $8,661-92.5% | $6,853-90.5% | $11,407-94.3% |