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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 | $6,953 | $72,486-90.4% | $87,103-92.0% | $72,976-90.5% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 15.40% | 24.46%-9.1pp | 28.19%-12.8pp | 81.02%-65.6pp |
| Employer contribution / active EE | $185 | $1,894-90.3% | $2,521-92.7% | $2,440-92.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $370 | $5,055-92.7% | $7,491-95.1% | $5,124-92.8% |