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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 | $8,121 | $110,379-92.6% | $102,412-92.1% | $145,884-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.19% | 24.84%-20.6pp | 24.94%-20.7pp | 551.85%-547.7pp |
| Employer contribution / active EE | $492 | $4,216-88.3% | $3,870-87.3% | $4,662-89.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $713 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |