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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 | $870 | $37,156-97.7% | $83,854-99.0% | $86,983-99.0% |
| Participation rate | 96.9% | 49.1%+47.8pp | 59.1%+37.8pp | 69.5%+27.3pp |
| Annual return | 6.38% | 29.88%-23.5pp | 31.39%-25.0pp | 25.83%-19.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $419 | $1,418-70.5% | $2,035-79.4% | $4,194-90.0% |
| Admin fee / account holder | $401 | $2,510-84.0% | $3,197-87.5% | $7,856-94.9% |