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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 | $4,352 | $95,383-95.4% | $185,837-97.7% | $85,856-94.9% |
| Participation rate | 86.7% | 68.8%+17.9pp | 81.7%+5.0pp | 69.3%+17.3pp |
| Annual return | 6.80% | 23.59%-16.8pp | 122.08%-115.3pp | 318.58%-311.8pp |
| Employer contribution / active EE | $208 | $3,313-93.7% | $5,168-96.0% | $2,565-91.9% |
| Participant deferral / active EE | $1,186 | $3,423-65.4% | $5,568-78.7% | $3,952-70.0% |
| Admin fee / account holder | $801 | $7,213-88.9% | $16,241-95.1% | $6,261-87.2% |