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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 | $14,107 | $81,487-82.7% | $102,412-86.2% | $80,935-82.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.66% | 25.60%-19.9pp | 24.94%-19.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $790 | $3,103-74.5% | $3,870-79.6% | $2,757-71.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $416 | $6,717-93.8% | $8,388-95.0% | $6,924-94.0% |