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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 | $15,153 | $114,712-86.8% | $173,730-91.3% | $87,485-82.7% |
| Participation rate | 84.4% | 73.0%+11.4pp | 79.6%+4.8pp | 68.9%+15.4pp |
| Annual return | 10.21% | 20.18%-10.0pp | 19.96%-9.7pp | 26.06%-15.9pp |
| Employer contribution / active EE | $406 | $2,904-86.0% | $4,577-91.1% | $2,596-84.4% |
| Participant deferral / active EE | $2,632 | $4,642-43.3% | $6,326-58.4% | $4,274-38.4% |
| Admin fee / account holder | $518 | $10,210-94.9% | $17,523-97.0% | $7,775-93.3% |