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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 | $81,331-97.1% | $155,534-98.5% | $80,935-97.1% |
| Participation rate | 78.0% | 66.3%+11.8pp | 78.2%-0.2pp | 67.7%+10.4pp |
| Annual return | 9.20% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $139 | $3,105-95.5% | $4,675-97.0% | $2,757-94.9% |
| Participant deferral / active EE | $1,312 | $3,454-62.0% | $5,630-76.7% | $4,299-69.5% |
| Admin fee / account holder | $9,328 | $7,999+16.6% | $15,900-41.3% | $6,924+34.7% |