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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 | $4,597 | $67,606-93.2% | $82,313-94.4% | $70,124-93.4% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.8pp |
| Annual return | 5.64% | 21.57%-15.9pp | 25.88%-20.2pp | 73.14%-67.5pp |
| Employer contribution / active EE | $268 | $1,755-84.7% | $2,428-89.0% | $2,342-88.6% |
| Participant deferral / active EE | $1,545 | $2,987-48.3% | $3,706-58.3% | $3,332-53.6% |
| Admin fee / account holder | $461 | $4,512-89.8% | $5,608-91.8% | $4,645-90.1% |