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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 | $8,710 | $77,901-88.8% | $149,717-94.2% | $75,181-88.4% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | 9.65% | 31.73%-22.1pp | 134.41%-124.8pp | 160.69%-151.0pp |
| Employer contribution / active EE | $247 | $3,137-92.1% | $4,820-94.9% | $2,671-90.7% |
| Participant deferral / active EE | $1,264 | $3,411-62.9% | $5,682-77.8% | $4,126-69.4% |
| Admin fee / account holder | $5,704 | $5,949-4.1% | $13,213-56.8% | $5,650+1.0% |