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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 | $24,621 | $86,938-71.7% | $102,423-76.0% | $80,925-69.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -3.68% | 18.89%-22.6pp | 29.42%-33.1pp | 35.65%-39.3pp |
| Employer contribution / active EE | $34 | $2,369-98.5% | $3,023-98.9% | $2,756-98.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $466 | $8,053-94.2% | $9,455-95.1% | $6,940-93.3% |