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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 | $941 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 94.4% | 63.9%+30.5pp | 55.6%+38.8pp | 80.0%+14.5pp |
| Annual return | 5.08% | 219.11%-214.0pp | 302.12%-297.0pp | 220.34%-215.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $568 | $2,288-75.2% | $1,790-68.3% | $6,407-91.1% |
| Admin fee / account holder | $436 | $2,844-84.7% | $2,495-82.5% | $12,270-96.4% |