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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 | $1,576 | $48,337-96.7% | $67,560-97.7% | $80,959-98.1% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 10.04% | 18.26%-8.2pp | 3533.50%-3523.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2 | $2,023-99.9% | $2,737-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $964 | $2,928-67.1% | $4,004-75.9% | $4,300-77.6% |
| Admin fee / account holder | $731 | $3,695-80.2% | $3,994-81.7% | $6,925-89.4% |