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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 | $51,108 | $176,816-71.1% | $176,816-71.1% | $237,064-78.4% |
| Participation rate | 100.0% | 47.0%+53.0pp | 39.2%+60.8pp | 45.6%+54.4pp |
| Annual return | 0.16% | 2.97%-2.8pp | 2.89%-2.7pp | 4.16%-4.0pp |
| Employer contribution / active EE | $4,732 | $44,301-89.3% | $39,831-88.1% | $42,918-89.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $1,534 | $478+221.2% | $478+221.2% | $21,465-92.9% |