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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 | $5,710 | $54,541-89.5% | $78,778-92.8% | $70,126-91.9% |
| Participation rate | 71.9% | 60.8%+11.1pp | 69.2%+2.7pp | 69.5%+2.3pp |
| Annual return | 11.35% | 21.07%-9.7pp | 35.62%-24.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,197 | $2,210-45.8% | $2,958-59.5% | $3,332-64.1% |
| Admin fee / account holder | $947 | $3,709-74.5% | $5,134-81.6% | $4,645-79.6% |