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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 | $36,948-98.2% | $73,658-99.1% | $87,485-99.2% |
| Participation rate | 96.4% | 46.8%+49.6pp | 57.0%+39.4pp | 68.9%+27.5pp |
| Annual return | 12.94% | 28.64%-15.7pp | 29.72%-16.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $450 | $1,379-67.4% | $2,062-78.2% | $4,274-89.5% |
| Admin fee / account holder | $851 | $2,531-66.4% | $3,357-74.7% | $7,775-89.1% |