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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 | $17,862 | $151,892-88.2% | $97,195-81.6% | $328,120-94.6% |
| Participation rate | 100.0% | 44.4%+55.6pp | 45.3%+54.7pp | 34.1%+65.9pp |
| Annual return | 2.96% | 3.50%-0.5pp | 5.08%-2.1pp | 13.02%-10.1pp |
| Employer contribution / active EE | $2,076 | $28,654-92.8% | $21,287-90.2% | $34,257-93.9% |
| Participant deferral / active EE | $0 | $341-100.0% | $803-100.0% | $62-100.0% |
| Admin fee / account holder | $39,580 | $26,557+49.0% | $19,300+105.1% | $39,117+1.2% |