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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 | $9,464 | $91,179-89.6% | $178,499-94.7% | $79,852-88.1% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 3.07% | 24.19%-21.1pp | 151.10%-148.0pp | 31.72%-28.7pp |
| Employer contribution / active EE | $227 | $3,256-93.0% | $5,011-95.5% | $2,471-90.8% |
| Participant deferral / active EE | $1,035 | $3,236-68.0% | $5,202-80.1% | $3,740-72.3% |
| Admin fee / account holder | $373 | $6,749-94.5% | $13,986-97.3% | $5,306-93.0% |