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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 | $9,652 | $65,566-85.3% | $86,235-88.8% | $75,177-87.2% |
| Participation rate | 73.0% | 60.5%+12.5pp | 69.0%+4.0pp | 67.2%+5.8pp |
| Annual return | 11.92% | 46.07%-34.2pp | 1170.03%-1158.1pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,064 | $3,023+1.4% | $3,987-23.1% | $4,126-25.7% |
| Admin fee / account holder | $1,002 | $5,470-81.7% | $6,856-85.4% | $5,651-82.3% |