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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 | $28,206 | $138,385-79.6% | $184,243-84.7% | $80,925-65.1% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.7%+30.3pp |
| Annual return | 6.68% | 20.02%-13.3pp | 28.82%-22.1pp | 35.65%-29.0pp |
| Employer contribution / active EE | $661 | $4,851-86.4% | $6,427-89.7% | $2,756-76.0% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,242 | $10,489-88.2% | $13,914-91.1% | $6,940-82.1% |