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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 | $1,081 | $70,366-98.5% | $66,674-98.4% | $138,895-99.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 2.51% | 386.41%-383.9pp | 321.24%-318.7pp | 145.39%-142.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,508 | $4,374-65.5% | $4,084-63.1% | $6,396-76.4% |
| Admin fee / account holder | $576 | $5,262-89.1% | $5,098-88.7% | $12,562-95.4% |