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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 | $1,459 | $111,535-98.7% | $105,223-98.6% | $137,256-98.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 6.09% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $556 | $3,939-85.9% | $3,689-84.9% | $4,156-86.6% |
| Participant deferral / active EE | $1,477 | $5,500-73.1% | $5,072-70.9% | $6,407-76.9% |
| Admin fee / account holder | $5,350 | $9,721-45.0% | $8,859-39.6% | $12,270-56.4% |