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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 | $7,472 | $96,731-92.3% | $123,973-94.0% | $86,983-91.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 2.27% | 17.33%-15.1pp | 388.13%-385.9pp | 25.83%-23.6pp |
| Employer contribution / active EE | $394 | $3,297-88.1% | $4,126-90.5% | $2,584-84.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $552 | $8,722-93.7% | $11,799-95.3% | $7,856-93.0% |