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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 | $3,611 | $72,403-95.0% | $67,524-94.7% | $145,978-97.5% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 5.66% | 7197.23%-7191.6pp | 3519.41%-3513.8pp | 550.52%-544.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,957 | $4,782-59.1% | $4,001-51.1% | $6,690-70.8% |
| Admin fee / account holder | $343 | $5,541-93.8% | $4,001-91.4% | $13,400-97.4% |