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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 | $13,992 | $78,015-82.1% | $178,505-92.2% | $80,959-82.7% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.3pp | 67.7%+8.2pp |
| Annual return | 6.25% | 18.10%-11.9pp | 27.16%-20.9pp | 35.67%-29.4pp |
| Employer contribution / active EE | $313 | $2,281-86.3% | $3,955-92.1% | $2,757-88.6% |
| Participant deferral / active EE | $1,413 | $4,406-67.9% | $6,280-77.5% | $4,300-67.1% |
| Admin fee / account holder | $11,767 | $7,160+64.3% | $10,428+12.8% | $6,925+69.9% |