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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 | $513 | $88,815-99.4% | $81,882-99.4% | $145,897-99.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 2.62% | 1033.75%-1031.1pp | 779.47%-776.9pp | 552.29%-549.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $867 | $4,647-81.3% | $4,323-79.9% | $6,689-87.0% |
| Admin fee / account holder | $695 | $8,434-91.8% | $7,360-90.6% | $13,390-94.8% |