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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 | $7,650 | $81,403-90.6% | $147,027-94.8% | $87,485-91.3% |
| Participation rate | 70.0% | 63.4%+6.6pp | 73.7%-3.7pp | 68.9%+1.1pp |
| Annual return | 10.27% | 16.51%-6.2pp | 20.23%-10.0pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,840 | $3,315-44.5% | $4,933-62.7% | $4,274-56.9% |
| Admin fee / account holder | $1,527 | $6,755-77.4% | $12,223-87.5% | $7,775-80.4% |