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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 | $663 | $29,319-97.7% | $52,425-98.7% | $82,448-99.2% |
| Participation rate | 96.4% | 46.9%+49.6pp | 55.6%+40.8pp | 68.1%+28.4pp |
| Annual return | 12.94% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $450 | $1,171-61.6% | $1,790-74.9% | $4,139-89.1% |
| Admin fee / account holder | $851 | $1,962-56.6% | $2,495-65.9% | $7,234-88.2% |