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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 | $48,011-84.8% | $63,803-88.6% | $82,637-91.2% |
| Participation rate | 80.2% | 66.6%+13.6pp | 72.7%+7.5pp | 68.1%+12.2pp |
| Annual return | 9.34% | 19.84%-10.5pp | 543.72%-534.4pp | 53.51%-44.2pp |
| Employer contribution / active EE | $327 | $1,904-82.8% | $2,532-87.1% | $2,552-87.2% |
| Participant deferral / active EE | $1,211 | $2,846-57.4% | $3,843-68.5% | $4,126-70.6% |
| Admin fee / account holder | $5,610 | $3,873+44.8% | $5,196+8.0% | $7,339-23.6% |