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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 | $6,229 | $72,177-91.4% | $115,037-94.6% | $59,633-89.6% |
| Participation rate | 90.7% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | -2.90% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $237 | $2,841-91.6% | $4,608-94.8% | $2,203-89.2% |
| Participant deferral / active EE | $3,570 | $4,783-25.4% | $6,026-40.8% | $3,192+11.9% |
| Admin fee / account holder | $602 | $4,927-87.8% | $8,175-92.6% | $4,297-86.0% |