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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 | $3,067 | $39,126-92.2% | $57,181-94.6% | $62,891-95.1% |
| Participation rate | 90.8% | 70.5%+20.3pp | 75.3%+15.4pp | 69.3%+21.5pp |
| Annual return | -0.05% | 9.24%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $154 | $1,874-91.8% | $2,682-94.3% | $2,281-93.3% |
| Participant deferral / active EE | $1,261 | $2,374-46.9% | $3,096-59.3% | $3,203-60.6% |
| Admin fee / account holder | $378 | $2,593-85.4% | $3,139-88.0% | $4,296-91.2% |