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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 | $2,895 | $58,275-95.0% | $81,844-96.5% | $80,935-96.4% |
| Participation rate | 88.1% | 63.5%+24.6pp | 72.4%+15.7pp | 67.7%+20.4pp |
| Annual return | 5.18% | 41.82%-36.6pp | 778.87%-773.7pp | 35.66%-30.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,095 | $3,285-36.2% | $4,323-51.5% | $4,299-51.3% |
| Admin fee / account holder | $2,003 | $4,749-57.8% | $7,355-72.8% | $6,924-71.1% |