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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 | $58,241-91.0% | $81,780-93.6% | $80,911-93.5% |
| Participation rate | 85.3% | 63.4%+21.8pp | 72.4%+12.9pp | 67.6%+17.6pp |
| Annual return | 10.43% | 41.73%-31.3pp | 776.27%-765.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,454 | $3,283-55.7% | $4,321-66.3% | $4,297-66.2% |
| Admin fee / account holder | $1,023 | $4,973-79.4% | $7,384-86.1% | $6,935-85.2% |