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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 | $19,605 | $88,042-77.7% | $138,135-85.8% | $79,856-75.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 8.01% | 20.58%-12.6pp | 20.51%-12.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $9 | $3,103-99.7% | $5,587-99.8% | $2,471-99.6% |
| Participant deferral / active EE | $1,869 | $4,704-60.3% | $6,431-70.9% | $3,741-50.0% |
| Admin fee / account holder | $5,985 | $7,791-23.2% | $11,856-49.5% | $5,306+12.8% |