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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 | $23,845 | $91,559-74.0% | $133,959-82.2% | $79,858-70.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.94% | 61.85%-58.9pp | 45.09%-42.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,481 | $3,734-33.6% | $5,047-50.8% | $3,740-33.7% |
| Admin fee / account holder | $986 | $6,321-84.4% | $8,928-89.0% | $5,306-81.4% |