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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 | $13,836 | $101,778-86.4% | $164,975-91.6% | $80,925-82.9% |
| Participation rate | 96.2% | 71.8%+24.4pp | 78.6%+17.6pp | 67.7%+28.6pp |
| Annual return | 0.57% | 16.73%-16.2pp | 70.12%-69.6pp | 35.65%-35.1pp |
| Employer contribution / active EE | $526 | $2,954-82.2% | $4,343-87.9% | $2,756-80.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $500 | $8,221-93.9% | $12,688-96.1% | $6,940-92.8% |