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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 | $11,467 | $102,385-88.8% | $147,080-92.2% | $80,935-85.8% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 7.84% | 135.09%-127.2pp | 420.17%-412.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,152 | $6,651-52.6% | $8,066-60.9% | $4,299-26.7% |
| Admin fee / account holder | $13,456 | $7,951+69.2% | $12,989+3.6% | $6,924+94.3% |