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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 | $8,620 | $143,969-94.0% | $199,883-95.7% | $82,637-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 10.19% | 25.67%-15.5pp | 43.81%-33.6pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,281 | $4,632-72.3% | $6,261-79.5% | $2,552-49.8% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $622 | $14,597-95.7% | $17,268-96.4% | $7,339-91.5% |