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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 | $90,335 | $340,249-73.5% | $329,695-72.6% | $330,599-72.7% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | 1.03% | 10.01%-9.0pp | 9.82%-8.8pp | 13.05%-12.0pp |
| Employer contribution / active EE | $0 | $31,901-100.0% | $30,311-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $1,875 | $67+2708.3% | $66+2731.4% | $48+3828.3% |
| Admin fee / account holder | $990 | $60,407-98.4% | $53,840-98.2% | $31,365-96.8% |