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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 | $13,413 | $98,776-86.4% | $149,745-91.0% | $79,856-83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.61% | 27.38%-22.8pp | 276.72%-272.1pp | 31.71%-27.1pp |
| Employer contribution / active EE | $471 | $3,217-85.4% | $4,646-89.9% | $2,471-80.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,025 | $6,053-83.1% | $9,312-89.0% | $5,306-80.7% |