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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 | $28,901 | $138,393-79.1% | $184,256-84.3% | $80,959-64.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.48% | 20.01%-10.5pp | 28.85%-19.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $685 | $4,847-85.9% | $6,427-89.3% | $2,757-75.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,235 | $10,489-78.7% | $13,899-83.9% | $6,925-67.7% |