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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 | $6,757 | $96,731-93.0% | $123,973-94.5% | $86,983-92.2% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 6.87% | 17.33%-10.5pp | 388.13%-381.3pp | 25.83%-19.0pp |
| Employer contribution / active EE | $482 | $3,297-85.4% | $4,126-88.3% | $2,584-81.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $486 | $8,722-94.4% | $11,799-95.9% | $7,856-93.8% |