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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 | $14,288 | $105,200-86.4% | $159,474-91.0% | $85,847-83.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.23% | 45.08%-35.8pp | 263.68%-254.5pp | 318.61%-309.4pp |
| Employer contribution / active EE | $597 | $3,319-82.0% | $4,831-87.6% | $2,565-76.7% |
| Participant deferral / active EE | $3,252 | $5,946-45.3% | $7,353-55.8% | $3,952-17.7% |
| Admin fee / account holder | $475 | $6,934-93.2% | $10,802-95.6% | $6,261-92.4% |