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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 | $3,084 | $161,352-98.1% | $134,172-97.7% | $137,256-97.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.67% | 28.72%-20.0pp | 25.30%-16.6pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,971 | $5,552-64.5% | $4,690-58.0% | $6,407-69.2% |
| Admin fee / account holder | $1,821 | $15,028-87.9% | $12,016-84.8% | $12,270-85.2% |