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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 | $25,619 | $100,060-74.4% | $149,721-82.9% | $70,126-63.5% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 12.81% | 27.46%-14.7pp | 1501.67%-1488.9pp | 73.15%-60.3pp |
| Employer contribution / active EE | $469 | $3,661-87.2% | $5,444-91.4% | $2,343-80.0% |
| Participant deferral / active EE | $2,556 | $4,982-48.7% | $6,568-61.1% | $3,332-23.3% |
| Admin fee / account holder | $2,722 | $8,285-67.1% | $11,282-75.9% | $4,645-41.4% |