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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 | $9,186 | $85,766-89.3% | $136,298-93.3% | $70,126-86.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 5.26% | 31.46%-26.2pp | 5156.27%-5151.0pp | 73.15%-67.9pp |
| Employer contribution / active EE | $162 | $2,966-94.5% | $4,696-96.5% | $2,343-93.1% |
| Participant deferral / active EE | $4,005 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $10,976 | $5,421+102.5% | $9,244+18.7% | $4,645+136.3% |