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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 | $10,640 | $48,364-78.0% | $71,796-85.2% | $62,881-83.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.79% | 13.16%-8.4pp | 78.04%-73.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $62 | $1,042-94.0% | $1,924-96.8% | $2,281-97.3% |
| Participant deferral / active EE | $1,245 | $2,091-40.4% | $2,794-55.4% | $3,203-61.1% |
| Admin fee / account holder | $661 | $3,771-82.5% | $4,815-86.3% | $4,296-84.6% |