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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 | $11,366 | $85,206-86.7% | $172,745-93.4% | $72,986-84.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.75% | 27.32%-11.6pp | 802.90%-787.1pp | 81.01%-65.3pp |
| Employer contribution / active EE | $210 | $3,325-93.7% | $5,144-95.9% | $2,440-91.4% |
| Participant deferral / active EE | $2,928 | $3,260-10.2% | $5,197-43.7% | $3,607-18.8% |
| Admin fee / account holder | $570 | $5,883-90.3% | $13,954-95.9% | $5,124-88.9% |