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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 | $3,229 | $78,027-95.9% | $178,528-98.2% | $80,925-96.0% |
| Participation rate | 72.4% | 65.7%+6.7pp | 77.1%-4.7pp | 67.7%+4.8pp |
| Annual return | 8.62% | 18.09%-9.5pp | 27.11%-18.5pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,043 | $4,408-53.6% | $6,278-67.5% | $4,299-52.5% |
| Admin fee / account holder | $918 | $7,168-87.2% | $10,419-91.2% | $6,940-86.8% |