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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 | $7,353 | $65,434-88.8% | $98,483-92.5% | $85,847-91.4% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.3%+7.6pp |
| Annual return | 8.65% | 21.75%-13.1pp | 1494.38%-1485.7pp | 318.61%-310.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,859 | $3,168-41.3% | $4,276-56.5% | $3,952-53.0% |
| Admin fee / account holder | $571 | $4,595-87.6% | $5,953-90.4% | $6,261-90.9% |