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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 | $7,398 | $123,478-94.0% | $216,567-96.6% | $94,015-92.1% |
| Participation rate | 95.9% | 75.1%+20.8pp | 81.6%+14.3pp | 70.8%+25.1pp |
| Annual return | 0.31% | 23.61%-23.3pp | 12.94%-12.6pp | 17.84%-17.5pp |
| Employer contribution / active EE | $304 | $3,136-90.3% | $5,216-94.2% | $2,790-89.1% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,177 | $12,753-35.9% | $21,981-62.8% | $8,951-8.6% |