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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 | $108,825-93.2% | $156,181-95.3% | $82,448-91.0% |
| Participation rate | 95.9% | 72.4%+23.6pp | 78.8%+17.1pp | 68.1%+27.9pp |
| Annual return | 0.31% | 20.59%-20.3pp | 64.87%-64.6pp | 41.64%-41.3pp |
| Employer contribution / active EE | $304 | $2,870-89.4% | $4,294-92.9% | $2,551-88.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,177 | $9,341-12.5% | $14,586-43.9% | $7,234+13.0% |