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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 | $9,934 | $146,267-93.2% | $197,124-95.0% | $82,448-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 2.11% | 29.61%-27.5pp | 44.34%-42.2pp | 41.64%-39.5pp |
| Employer contribution / active EE | $1,176 | $4,723-75.1% | $6,227-81.1% | $2,551-53.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $905 | $14,422-93.7% | $16,298-94.4% | $7,234-87.5% |