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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 | $7,269 | $100,938-92.8% | $90,461-92.0% | $158,982-95.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.2pp |
| Annual return | 3.16% | 1727.20%-1724.0pp | 1294.76%-1291.6pp | 302.99%-299.8pp |
| Employer contribution / active EE | $66 | $3,691-98.2% | $3,264-98.0% | $4,763-98.6% |
| Participant deferral / active EE | $870 | $4,350-80.0% | $3,964-78.1% | $5,983-85.5% |
| Admin fee / account holder | $1,116 | $6,510-82.9% | $5,617-80.1% | $11,252-90.1% |