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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 | $9,845 | $56,544-82.6% | $75,501-87.0% | $70,126-86.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.4%+7.6pp | 69.5%+10.5pp |
| Annual return | 10.85% | 23.59%-12.7pp | 27.35%-16.5pp | 73.15%-62.3pp |
| Employer contribution / active EE | $135 | $1,817-92.6% | $2,352-94.3% | $2,343-94.2% |
| Participant deferral / active EE | $1,089 | $2,580-57.8% | $3,142-65.3% | $3,332-67.3% |
| Admin fee / account holder | $1,551 | $3,827-59.5% | $5,801-73.3% | $4,645-66.6% |