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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 | $24,024 | $98,760-75.7% | $149,715-84.0% | $79,858-69.9% |
| Participation rate | 98.6% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 1.74% | 27.43%-25.7pp | 276.66%-274.9pp | 31.72%-30.0pp |
| Employer contribution / active EE | $274 | $3,217-91.5% | $4,645-94.1% | $2,471-88.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,312 | $6,053-78.3% | $9,310-85.9% | $5,306-75.3% |