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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 | $13,407 | $127,790-89.5% | $106,554-87.4% | $167,553-92.0% |
| Participation rate | 81.0% | 78.3%+2.7pp | 76.1%+4.8pp | 82.1%-1.2pp |
| Annual return | 8.40% | 33.88%-25.5pp | 26.80%-18.4pp | 478.89%-470.5pp |
| Employer contribution / active EE | $497 | $3,427-85.5% | $2,819-82.4% | $4,840-89.7% |
| Participant deferral / active EE | $2,353 | $5,088-53.8% | $4,398-46.5% | $6,343-62.9% |
| Admin fee / account holder | $924 | $11,231-91.8% | $7,408-87.5% | $12,316-92.5% |