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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 | $19,063 | $58,828-67.6% | $78,002-75.6% | $62,891-69.7% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 4.77% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,713 | $2,686-36.2% | $3,497-51.0% | $3,203-46.5% |
| Admin fee / account holder | $16,071 | $4,393+265.8% | $5,481+193.2% | $4,296+274.1% |