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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 | $13,684 | $76,551-82.1% | $123,894-89.0% | $62,881-78.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.47% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $400 | $2,882-86.1% | $4,617-91.3% | $2,281-82.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,935 | $4,826+2.3% | $8,357-41.0% | $4,296+14.9% |