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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 | $11,796 | $115,901-89.8% | $100,525-88.3% | $158,931-92.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 1.68% | 34.80%-33.1pp | 30.89%-29.2pp | 302.86%-301.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,784 | $6,675-58.3% | $6,270-55.6% | $5,982-53.5% |
| Admin fee / account holder | $2,102 | $10,998-80.9% | $8,082-74.0% | $11,247-81.3% |