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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 | $102,429-88.8% | $147,096-92.2% | $80,925-85.8% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 7.84% | 135.02%-127.2pp | 419.75%-411.9pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,152 | $6,649-52.6% | $8,071-60.9% | $4,299-26.7% |
| Admin fee / account holder | $13,456 | $7,957+69.1% | $13,005+3.5% | $6,940+93.9% |