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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 | $9,936 | $58,391-83.0% | $76,667-87.0% | $72,976-86.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 8.55% | 2306.65%-2298.1pp | 1166.74%-1158.2pp | 81.02%-72.5pp |
| Employer contribution / active EE | $168 | $1,787-90.6% | $2,303-92.7% | $2,440-93.1% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $553 | $4,014-86.2% | $6,423-91.4% | $5,124-89.2% |