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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 | $17,141 | $65,041-73.6% | $90,965-81.2% | $79,858-78.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.71% | 30.45%-20.7pp | 134.57%-124.9pp | 31.72%-22.0pp |
| Employer contribution / active EE | $24 | $1,247-98.0% | $2,122-98.8% | $2,471-99.0% |
| Participant deferral / active EE | $2,441 | $2,512-2.8% | $3,373-27.6% | $3,740-34.7% |
| Admin fee / account holder | $1,149 | $4,536-74.7% | $5,960-80.7% | $5,306-78.4% |