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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 | $28,256 | $176,794-84.0% | $146,647-80.7% | $167,553-83.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.61% | 24.04%-20.4pp | 22.75%-19.1pp | 478.89%-475.3pp |
| Employer contribution / active EE | $687 | $5,161-86.7% | $4,137-83.4% | $4,840-85.8% |
| Participant deferral / active EE | $2,458 | $6,440-61.8% | $5,506-55.4% | $6,343-61.2% |
| Admin fee / account holder | $543 | $13,262-95.9% | $10,281-94.7% | $12,316-95.6% |