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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 | $11,431 | $85,766-86.7% | $136,298-91.6% | $70,126-83.7% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 9.59% | 31.46%-21.9pp | 5156.27%-5146.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $423 | $2,966-85.7% | $4,696-91.0% | $2,343-81.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $631 | $5,421-88.4% | $9,244-93.2% | $4,645-86.4% |