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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 | $22,886 | $136,307-83.2% | $106,619-78.5% | $273,972-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.20% | 11.05%-10.8pp | 9.42%-9.2pp | 41.46%-41.3pp |
| Employer contribution / active EE | $406 | $5,190-92.2% | $3,947-89.7% | $4,869-91.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,378 | $8,625-72.4% | $6,418-62.9% | $10,133-76.5% |