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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 | $9,654 | $49,025-80.3% | $87,502-89.0% | $62,881-84.6% |
| Participation rate | 80.6% | 64.9%+15.8pp | 73.8%+6.8pp | 69.3%+11.3pp |
| Annual return | 1.41% | 10.02%-8.6pp | 12.21%-10.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $873 | $2,289-61.9% | $3,149-72.3% | $3,203-72.7% |
| Admin fee / account holder | $887 | $4,065-78.2% | $4,221-79.0% | $4,296-79.4% |