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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 | $1,219 | $111,535-98.9% | $105,223-98.8% | $137,256-99.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 11.33% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $135 | $3,939-96.6% | $3,689-96.3% | $4,156-96.7% |
| Participant deferral / active EE | $2,106 | $5,500-61.7% | $5,072-58.5% | $6,407-67.1% |
| Admin fee / account holder | $2,255 | $9,721-76.8% | $8,859-74.5% | $12,270-81.6% |