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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 | $8,366 | $81,276-89.7% | $155,574-94.6% | $80,925-89.7% |
| Participation rate | 90.8% | 66.2%+24.6pp | 78.2%+12.6pp | 67.7%+23.1pp |
| Annual return | 8.56% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $371 | $3,103-88.0% | $4,676-92.1% | $2,756-86.5% |
| Participant deferral / active EE | $1,671 | $3,453-51.6% | $5,629-70.3% | $4,299-61.1% |
| Admin fee / account holder | $2,727 | $7,993-65.9% | $15,914-82.9% | $6,940-60.7% |