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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 | $2,326 | $81,276-97.1% | $155,574-98.5% | $80,925-97.1% |
| Participation rate | 78.0% | 66.2%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 9.20% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $139 | $3,103-95.5% | $4,676-97.0% | $2,756-94.9% |
| Participant deferral / active EE | $1,312 | $3,453-62.0% | $5,629-76.7% | $4,299-69.5% |
| Admin fee / account holder | $9,328 | $7,993+16.7% | $15,914-41.4% | $6,940+34.4% |