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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 | $1,225 | $100,279-98.8% | $81,353-98.5% | $145,884-99.2% |
| Participation rate | 90.0% | 74.3%+15.7pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 7.21% | 34.49%-27.3pp | 24.82%-17.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $907 | $4,611-80.3% | $3,885-76.7% | $6,690-86.4% |
| Admin fee / account holder | $2,343 | $8,206-71.4% | $5,766-59.4% | $13,392-82.5% |