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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 | $671 | $86,938-99.2% | $102,423-99.3% | $80,925-99.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.98% | 18.89%-17.9pp | 29.42%-28.4pp | 35.65%-34.7pp |
| Employer contribution / active EE | $575 | $2,369-75.7% | $3,023-81.0% | $2,756-79.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,418 | $8,053-57.6% | $9,455-63.8% | $6,940-50.8% |