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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 | $90,926 | $340,249-73.3% | $329,695-72.4% | $330,599-72.5% |
| Participation rate | 100.0% | 51.3%+48.7pp | 43.4%+56.6pp | 43.7%+56.3pp |
| Annual return | -0.28% | 10.01%-10.3pp | 9.82%-10.1pp | 13.05%-13.3pp |
| Employer contribution / active EE | $3,750 | $31,912-88.2% | $30,322-87.6% | $37,664-90.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $816 | $60,407-98.6% | $53,840-98.5% | $31,365-97.4% |