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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 | $7,285 | $55,457-86.9% | $77,361-90.6% | $94,015-92.3% |
| Participation rate | 80.2% | 69.8%+10.4pp | 75.0%+5.2pp | 70.8%+9.4pp |
| Annual return | 9.34% | 15.57%-6.2pp | 1011.54%-1002.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $327 | $2,255-85.5% | $2,990-89.1% | $2,790-88.3% |
| Participant deferral / active EE | $1,211 | $3,069-60.5% | $3,911-69.0% | $4,249-71.5% |
| Admin fee / account holder | $5,610 | $4,334+29.4% | $5,894-4.8% | $8,951-37.3% |