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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 | $36,948-97.6% | $73,658-98.8% | $87,485-99.0% |
| Participation rate | 96.9% | 46.8%+50.1pp | 57.0%+39.8pp | 68.9%+27.9pp |
| Annual return | 6.38% | 28.64%-22.3pp | 29.72%-23.3pp | 26.06%-19.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $419 | $1,379-69.6% | $2,062-79.7% | $4,274-90.2% |
| Admin fee / account holder | $401 | $2,531-84.2% | $3,357-88.1% | $7,775-94.8% |