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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 | $2,431 | $78,690-96.9% | $161,489-98.5% | $87,485-97.2% |
| Participation rate | 76.3% | 67.5%+8.9pp | 78.7%-2.4pp | 68.9%+7.4pp |
| Annual return | 12.44% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,493 | $3,311-54.9% | $5,630-73.5% | $4,274-65.1% |
| Admin fee / account holder | $2,071 | $6,724-69.2% | $16,006-87.1% | $7,775-73.4% |