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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 | $39,509 | $627,365-93.7% | $577,535-93.2% | $669,896-94.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.1%+21.9pp | 90.5%+9.5pp |
| Annual return | -2.26% | 5.73%-8.0pp | 6.14%-8.4pp | 11.25%-13.5pp |
| Employer contribution / active EE | $166 | $12,122-98.6% | $11,530-98.6% | $23,407-99.3% |
| Participant deferral / active EE | $2,746 | $2,961-7.2% | $2,961-7.2% | $8,339-67.1% |
| Admin fee / account holder | $3,277 | $10,557-69.0% | $9,502-65.5% | $52,310-93.7% |