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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 | $15,246 | $94,436-83.9% | $115,599-86.8% | $82,637-81.6% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.3%+2.6pp | 68.1%+8.9pp |
| Annual return | 8.00% | 18.37%-10.4pp | 111.10%-103.1pp | 53.51%-45.5pp |
| Employer contribution / active EE | $421 | $2,324-81.9% | $2,955-85.7% | $2,552-83.5% |
| Participant deferral / active EE | $2,321 | $3,955-41.3% | $4,889-52.5% | $4,126-43.8% |
| Admin fee / account holder | $14,145 | $10,328+37.0% | $12,841+10.2% | $7,339+92.7% |