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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 | $36,836 | $138,393-73.4% | $184,256-80.0% | $80,959-54.5% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.7%+30.9pp |
| Annual return | 2.22% | 20.01%-17.8pp | 28.85%-26.6pp | 35.67%-33.5pp |
| Employer contribution / active EE | $1,014 | $4,847-79.1% | $6,427-84.2% | $2,757-63.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $979 | $10,489-90.7% | $13,899-93.0% | $6,925-85.9% |