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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 | $9,338 | $48,570-80.8% | $130,660-92.9% | $72,976-87.2% |
| Participation rate | 75.0% | 58.6%+16.4pp | 71.7%+3.3pp | 69.5%+5.5pp |
| Annual return | 13.39% | 38.63%-25.2pp | 1709.29%-1695.9pp | 81.02%-67.6pp |
| Employer contribution / active EE | $79 | $1,334-94.1% | $4,092-98.1% | $2,440-96.8% |
| Participant deferral / active EE | $1,270 | $2,384-46.7% | $3,603-64.7% | $3,608-64.8% |
| Admin fee / account holder | $360 | $3,549-89.9% | $5,463-93.4% | $5,124-93.0% |