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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 | $8,014 | $81,331-90.1% | $155,534-94.8% | $80,935-90.1% |
| Participation rate | 76.1% | 66.3%+9.8pp | 78.2%-2.1pp | 67.7%+8.4pp |
| Annual return | 10.13% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $195 | $3,105-93.7% | $4,675-95.8% | $2,757-92.9% |
| Participant deferral / active EE | $1,649 | $3,454-52.3% | $5,630-70.7% | $4,299-61.6% |
| Admin fee / account holder | $801 | $7,999-90.0% | $15,900-95.0% | $6,924-88.4% |