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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 | $5,586 | $72,027-92.2% | $185,835-97.0% | $79,852-93.0% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 11.60% | 23.13%-11.5pp | 35.96%-24.4pp | 31.72%-20.1pp |
| Employer contribution / active EE | $293 | $1,965-85.1% | $4,087-92.8% | $2,471-88.1% |
| Participant deferral / active EE | $2,236 | $3,780-40.8% | $5,633-60.3% | $3,740-40.2% |
| Admin fee / account holder | $3,437 | $4,513-23.9% | $9,502-63.8% | $5,306-35.2% |