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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 | $7,460 | $102,429-92.7% | $147,096-94.9% | $80,925-90.8% |
| Participation rate | 72.1% | 75.9%-3.8pp | 82.2%-10.1pp | 67.7%+4.4pp |
| Annual return | 7.78% | 135.02%-127.2pp | 419.75%-412.0pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,236 | $6,649-51.3% | $8,071-59.9% | $4,299-24.7% |
| Admin fee / account holder | $767 | $7,957-90.4% | $13,005-94.1% | $6,940-89.0% |