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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 | $9,921 | $101,063-90.2% | $81,473-87.8% | $147,586-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.29% | 32.41%-25.1pp | 38.78%-31.5pp | 578.59%-571.3pp |
| Employer contribution / active EE | $61 | $3,206-98.1% | $2,568-97.6% | $4,876-98.8% |
| Participant deferral / active EE | $4,207 | $4,242-0.8% | $3,537+18.9% | $5,439-22.6% |
| Admin fee / account holder | $6,217 | $5,812+7.0% | $4,561+36.3% | $10,886-42.9% |