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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 | $9,754 | $76,551-87.3% | $123,894-92.1% | $62,881-84.5% |
| Participation rate | 98.5% | 73.0%+25.5pp | 81.4%+17.1pp | 69.3%+29.2pp |
| Annual return | -0.72% | 18.68%-19.4pp | 47.52%-48.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $182 | $2,882-93.7% | $4,617-96.1% | $2,281-92.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,169 | $4,826-75.8% | $8,357-86.0% | $4,296-72.8% |