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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 | $16,784 | $88,707-81.1% | $74,184-77.4% | $273,972-93.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | -3.63% | 11.94%-15.6pp | 17.74%-21.4pp | 41.46%-45.1pp |
| Employer contribution / active EE | $219 | $3,159-93.1% | $2,370-90.8% | $4,869-95.5% |
| Participant deferral / active EE | $2,016 | $4,212-52.1% | $3,550-43.2% | $5,287-61.9% |
| Admin fee / account holder | $7,975 | $8,717-8.5% | $5,586+42.8% | $10,133-21.3% |