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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 | $11,781 | $58,726-79.9% | $142,898-91.8% | $85,851-86.3% |
| Participation rate | 77.4% | 58.5%+18.9pp | 72.0%+5.5pp | 69.3%+8.1pp |
| Annual return | 9.09% | 27.73%-18.6pp | 5639.64%-5630.5pp | 318.63%-309.5pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,406 | $2,609-46.1% | $3,838-63.4% | $3,952-64.4% |
| Admin fee / account holder | $597 | $4,234-85.9% | $6,560-90.9% | $6,261-90.5% |