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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 | $35,629 | $123,793-71.2% | $177,840-80.0% | $79,852-55.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.52% | 22.82%-16.3pp | 48.32%-41.8pp | 31.72%-25.2pp |
| Employer contribution / active EE | $1,077 | $4,095-73.7% | $5,919-81.8% | $2,471-56.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $874 | $7,243-87.9% | $12,431-93.0% | $5,306-83.5% |