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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 | $23,180 | $93,345-75.2% | $119,126-80.5% | $87,485-73.5% |
| Participation rate | 82.5% | 68.7%+13.8pp | 75.8%+6.7pp | 68.9%+13.6pp |
| Annual return | 12.00% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $318 | $3,172-90.0% | $4,034-92.1% | $2,596-87.8% |
| Participant deferral / active EE | $2,494 | $4,099-39.2% | $5,318-53.1% | $4,274-41.6% |
| Admin fee / account holder | $872 | $8,039-89.2% | $10,693-91.8% | $7,775-88.8% |