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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 | $12,267 | $50,554-75.7% | $67,681-81.9% | $87,485-86.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.41% | 17.81%-8.4pp | 590.58%-581.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $252 | $1,988-87.3% | $2,678-90.6% | $2,596-90.3% |
| Participant deferral / active EE | $1,343 | $2,961-54.7% | $3,976-66.2% | $4,274-68.6% |
| Admin fee / account holder | $305 | $4,132-92.6% | $6,100-95.0% | $7,775-96.1% |