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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 | $19,186 | $72,273-73.5% | $101,275-81.1% | $79,856-76.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.38% | 22.30%-14.9pp | 46.48%-39.1pp | 31.71%-24.3pp |
| Employer contribution / active EE | $456 | $2,691-83.1% | $3,660-87.6% | $2,471-81.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,202 | $4,401-50.0% | $5,948-63.0% | $5,306-58.5% |