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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 | $114,712-93.6% | $173,730-95.7% | $87,485-91.5% |
| Participation rate | 95.9% | 73.0%+22.9pp | 79.6%+16.3pp | 68.9%+27.0pp |
| Annual return | 0.31% | 20.18%-19.9pp | 19.96%-19.6pp | 26.06%-25.7pp |
| Employer contribution / active EE | $304 | $2,904-89.5% | $4,577-93.4% | $2,596-88.3% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,177 | $10,210-19.9% | $17,523-53.3% | $7,775+5.2% |