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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 | $7,442 | $77,419-90.4% | $69,461-89.3% | $152,885-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.09% | 39.07%-37.0pp | 28.97%-26.9pp | 345.39%-343.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,450 | $4,414-67.2% | $3,536-59.0% | $5,851-75.2% |
| Admin fee / account holder | $2,880 | $6,207-53.6% | $3,840-25.0% | $11,598-75.2% |