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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 | $17,829 | $93,617-81.0% | $135,982-86.9% | $75,177-76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.84% | 30.89%-16.0pp | 68.32%-53.5pp | 160.75%-145.9pp |
| Employer contribution / active EE | $213 | $3,538-94.0% | $4,859-95.6% | $2,671-92.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $338 | $6,980-95.2% | $10,767-96.9% | $5,651-94.0% |