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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 | $16,530 | $86,298-80.8% | $111,308-85.1% | $85,847-80.7% |
| Participation rate | 79.2% | 73.3%+5.9pp | 77.3%+1.9pp | 69.3%+9.9pp |
| Annual return | 9.24% | 19.99%-10.8pp | 54.67%-45.4pp | 318.61%-309.4pp |
| Employer contribution / active EE | $140 | $2,044-93.1% | $2,732-94.9% | $2,565-94.5% |
| Participant deferral / active EE | $2,054 | $3,641-43.6% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $6,064 | $8,189-25.9% | $7,965-23.9% | $6,261-3.1% |