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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 | $9,914 | $91,198-89.1% | $178,503-94.4% | $79,856-87.6% |
| Participation rate | 96.5% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 8.50% | 24.20%-15.7pp | 151.12%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $340 | $3,257-89.6% | $5,011-93.2% | $2,471-86.2% |
| Participant deferral / active EE | $918 | $3,237-71.6% | $5,202-82.4% | $3,741-75.5% |
| Admin fee / account holder | $564 | $6,748-91.6% | $13,987-96.0% | $5,306-89.4% |