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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 | $8,454 | $95,415-91.1% | $185,851-95.5% | $85,851-90.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.94% | 23.59%-12.6pp | 122.11%-111.2pp | 318.63%-307.7pp |
| Employer contribution / active EE | $379 | $3,314-88.6% | $5,168-92.7% | $2,565-85.2% |
| Participant deferral / active EE | $1,585 | $3,424-53.7% | $5,569-71.5% | $3,952-59.9% |
| Admin fee / account holder | $1,766 | $7,215-75.5% | $16,245-89.1% | $6,261-71.8% |