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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 | $3,505 | $81,476-95.7% | $102,383-96.6% | $80,925-95.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.09% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $92 | $3,105-97.0% | $3,870-97.6% | $2,756-96.7% |
| Participant deferral / active EE | $1,622 | $3,871-58.1% | $5,060-68.0% | $4,299-62.3% |
| Admin fee / account holder | $816 | $6,717-87.9% | $8,391-90.3% | $6,940-88.2% |