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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 | $7,242 | $86,938-91.7% | $102,423-92.9% | $80,925-91.1% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 6.76% | 18.89%-12.1pp | 29.42%-22.7pp | 35.65%-28.9pp |
| Employer contribution / active EE | $300 | $2,369-87.3% | $3,023-90.1% | $2,756-89.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $530 | $8,053-93.4% | $9,455-94.4% | $6,940-92.4% |