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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 | $5,246 | $58,311-91.0% | $81,882-93.6% | $80,959-93.5% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 10.43% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,454 | $3,287-55.8% | $4,323-66.4% | $4,300-66.2% |
| Admin fee / account holder | $1,023 | $4,752-78.5% | $7,360-86.1% | $6,925-85.2% |