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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 | $9,280 | $43,075-78.5% | $74,577-87.6% | $62,881-85.2% |
| Participation rate | 85.9% | 58.1%+27.9pp | 68.1%+17.8pp | 69.3%+16.6pp |
| Annual return | 2.46% | 17.50%-15.0pp | 20.47%-18.0pp | 20.14%-17.7pp |
| Employer contribution / active EE | $129 | $1,498-91.4% | $2,525-94.9% | $2,281-94.3% |
| Participant deferral / active EE | $1,278 | $2,389-46.5% | $3,458-63.1% | $3,203-60.1% |
| Admin fee / account holder | $2,814 | $2,840-0.9% | $4,138-32.0% | $4,296-34.5% |