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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 | $14,830 | $138,393-89.3% | $184,256-92.0% | $80,959-81.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 6.14% | 20.01%-13.9pp | 28.85%-22.7pp | 35.67%-29.5pp |
| Employer contribution / active EE | $629 | $4,847-87.0% | $6,427-90.2% | $2,757-77.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $424 | $10,489-96.0% | $13,899-97.0% | $6,925-93.9% |