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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 | $10,612 | $106,267-90.0% | $96,520-89.0% | $139,456-92.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 0.15% | 38.45%-38.3pp | 35.72%-35.6pp | 373.45%-373.3pp |
| Employer contribution / active EE | $472 | $4,105-88.5% | $3,739-87.4% | $4,753-90.1% |
| Participant deferral / active EE | $3,916 | $5,454-28.2% | $4,879-19.7% | $6,711-41.7% |
| Admin fee / account holder | $4,332 | $7,882-45.0% | $6,733-35.7% | $11,407-62.0% |