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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 | $6,469 | $63,355-89.8% | $91,994-93.0% | $72,983-91.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 16.23% | 35.35%-19.1pp | 69.03%-52.8pp | 81.01%-64.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,997 | $4,883-38.6% | $5,923-49.4% | $3,608-16.9% |
| Admin fee / account holder | $556 | $4,668-88.1% | $7,743-92.8% | $5,124-89.2% |