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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 | $5,962 | $167,546-96.4% | $127,144-95.3% | $248,183-97.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 62.9%+37.1pp | 45.9%+54.1pp |
| Annual return | 1.90% | 8.06%-6.2pp | 9.35%-7.4pp | 10.21%-8.3pp |
| Employer contribution / active EE | $1,998 | $36,021-94.5% | $25,504-92.2% | $42,272-95.3% |
| Participant deferral / active EE | $1,395 | $1,143+22.0% | $1,066+30.8% | $121+1055.8% |
| Admin fee / account holder | $341 | $2,337-85.4% | $2,049-83.4% | $13,518-97.5% |