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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 | $5,322 | $59,440-91.0% | $78,004-93.2% | $82,637-93.6% |
| Participation rate | 86.2% | 62.8%+23.4pp | 69.4%+16.8pp | 68.1%+18.2pp |
| Annual return | 7.66% | 40.24%-32.6pp | 31.07%-23.4pp | 53.51%-45.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,300 | $3,138-58.6% | $4,092-68.2% | $4,126-68.5% |
| Admin fee / account holder | $1,240 | $5,504-77.5% | $7,578-83.6% | $7,339-83.1% |