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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 | $9,111 | $60,349-84.9% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 82.2% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 1.82% | 21.38%-19.6pp | 17.74%-15.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $301 | $1,680-82.1% | $2,370-87.3% | $2,281-86.8% |
| Participant deferral / active EE | $1,503 | $2,856-47.4% | $3,550-57.7% | $3,203-53.1% |
| Admin fee / account holder | $2,522 | $4,261-40.8% | $5,586-54.8% | $4,296-41.3% |