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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 | $3,418 | $85,766-96.0% | $136,297-97.5% | $70,124-95.1% |
| Participation rate | 95.5% | 74.2%+21.3pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 5.15% | 31.45%-26.3pp | 5156.19%-5151.0pp | 73.14%-68.0pp |
| Employer contribution / active EE | $227 | $2,966-92.3% | $4,696-95.2% | $2,342-90.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $880 | $5,420-83.8% | $9,244-90.5% | $4,645-81.1% |