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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 | $6,547 | $98,776-93.4% | $149,745-95.6% | $79,856-91.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.85% | 27.38%-19.5pp | 276.72%-268.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $15 | $3,217-99.5% | $4,646-99.7% | $2,471-99.4% |
| Participant deferral / active EE | $2,582 | $5,681-54.6% | $6,843-62.3% | $3,741-31.0% |
| Admin fee / account holder | $2,092 | $6,053-65.4% | $9,312-77.5% | $5,306-60.6% |