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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 | $3,912 | $65,712-94.0% | $57,196-93.2% | $273,972-98.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.80% | 22.01%-22.8pp | 14.59%-15.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $27 | $3,280-99.2% | $2,683-99.0% | $4,869-99.4% |
| Participant deferral / active EE | $893 | $3,782-76.4% | $3,096-71.2% | $5,287-83.1% |
| Admin fee / account holder | $501 | $4,838-89.6% | $3,141-84.0% | $10,133-95.1% |