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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 | $5,162 | $76,407-93.2% | $150,298-96.6% | $82,448-93.7% |
| Participation rate | 92.1% | 66.4%+25.7pp | 77.8%+14.3pp | 68.1%+24.0pp |
| Annual return | 10.11% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,125 | $3,214-2.8% | $5,453-42.7% | $4,139-24.5% |
| Admin fee / account holder | $1,082 | $6,352-83.0% | $14,116-92.3% | $7,234-85.0% |