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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 | $6,604 | $73,787-91.0% | $98,716-93.3% | $82,448-92.0% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.3%+12.0pp | 68.1%+13.2pp |
| Annual return | 4.02% | 18.57%-14.5pp | 31.81%-27.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,928 | $3,081-37.4% | $4,048-52.4% | $4,139-53.4% |
| Admin fee / account holder | $24,007 | $6,500+269.3% | $8,703+175.9% | $7,234+231.8% |