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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 | $8,424 | $36,767-77.1% | $81,473-89.7% | $62,293-86.5% |
| Participation rate | 84.8% | 54.4%+30.3pp | 68.0%+16.8pp | 69.5%+15.2pp |
| Annual return | 13.47% | 173.80%-160.3pp | 38.78%-25.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $144 | $1,128-87.2% | $2,568-94.4% | $2,042-92.9% |
| Participant deferral / active EE | $948 | $2,111-55.1% | $3,537-73.2% | $3,169-70.1% |
| Admin fee / account holder | $630 | $797-20.9% | $4,561-86.2% | $479+31.5% |