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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 | $15,222 | $65,566-76.8% | $86,235-82.3% | $75,177-79.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 5.34% | 46.07%-40.7pp | 1170.03%-1164.7pp | 160.75%-155.4pp |
| Employer contribution / active EE | $342 | $1,553-78.0% | $2,381-85.6% | $2,671-87.2% |
| Participant deferral / active EE | $2,130 | $3,023-29.6% | $3,987-46.6% | $4,126-48.4% |
| Admin fee / account holder | $1,048 | $5,470-80.8% | $6,856-84.7% | $5,651-81.5% |