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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 | $142,972-94.0% | $214,702-96.0% | $86,983-90.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 10.19% | 18.49%-8.3pp | 54.55%-44.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,281 | $4,635-72.4% | $6,461-80.2% | $2,584-50.4% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $622 | $17,617-96.5% | $19,830-96.9% | $7,856-92.1% |