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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 | $1,781 | $88,778-98.0% | $81,844-97.8% | $145,884-98.8% |
| Participation rate | 76.5% | 75.1%+1.4pp | 72.4%+4.1pp | 80.3%-3.8pp |
| Annual return | 6.25% | 1033.03%-1026.8pp | 778.87%-772.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,446 | $4,648-68.9% | $4,323-66.6% | $6,690-78.4% |
| Admin fee / account holder | $2,146 | $8,430-74.5% | $7,355-70.8% | $13,392-84.0% |