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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 | $2,809 | $57,312-95.1% | $86,617-96.8% | $75,181-96.3% |
| Participation rate | 91.4% | 63.2%+28.2pp | 71.7%+19.7pp | 67.2%+24.2pp |
| Annual return | 4.78% | 2672.78%-2668.0pp | 591.91%-587.1pp | 160.69%-155.9pp |
| Employer contribution / active EE | $108 | $2,315-95.3% | $3,023-96.4% | $2,671-95.9% |
| Participant deferral / active EE | $3,027 | $3,319-8.8% | $4,437-31.8% | $4,126-26.6% |
| Admin fee / account holder | $2,919 | $4,114-29.1% | $5,613-48.0% | $5,650-48.3% |