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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 | $33,185 | $88,203-62.4% | $165,100-79.9% | $74,478-55.4% |
| Participation rate | 77.7% | 73.1%+4.6pp | 78.6%-0.9pp | 67.2%+10.5pp |
| Annual return | 11.15% | 17.13%-6.0pp | 70.21%-59.1pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $513 | $2,601-80.3% | $4,348-88.2% | $2,626-80.5% |
| Participant deferral / active EE | $4,105 | $4,505-8.9% | $6,035-32.0% | $4,350-5.6% |
| Admin fee / account holder | $5,650 | $2,235+152.8% | $12,696-55.5% | $1,946+190.4% |