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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 | $7,040 | $65,434-89.2% | $98,483-92.9% | $85,847-91.8% |
| Participation rate | 92.0% | 65.0%+27.0pp | 73.3%+18.7pp | 69.3%+22.7pp |
| Annual return | 10.39% | 21.75%-11.4pp | 1494.38%-1484.0pp | 318.61%-308.2pp |
| Employer contribution / active EE | $144 | $2,169-93.4% | $2,961-95.1% | $2,565-94.4% |
| Participant deferral / active EE | $1,265 | $3,168-60.1% | $4,276-70.4% | $3,952-68.0% |
| Admin fee / account holder | $794 | $4,595-82.7% | $5,953-86.7% | $6,261-87.3% |