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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 | $12,805 | $60,349-78.8% | $74,184-82.7% | $62,881-79.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 1.36% | 21.38%-20.0pp | 17.74%-16.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $8 | $1,680-99.5% | $2,370-99.6% | $2,281-99.6% |
| Participant deferral / active EE | $1,320 | $2,856-53.8% | $3,550-62.8% | $3,203-58.8% |
| Admin fee / account holder | $9,803 | $4,261+130.1% | $5,586+75.5% | $4,296+128.2% |