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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 | $11,094 | $55,470-80.0% | $155,556-92.9% | $74,478-85.1% |
| Participation rate | 80.0% | 61.9%+18.1pp | 78.2%+1.8pp | 67.2%+12.8pp |
| Annual return | 10.14% | 269.80%-259.7pp | 64.84%-54.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $236 | $2,267-89.6% | $4,675-95.0% | $2,626-91.0% |
| Participant deferral / active EE | $1,898 | $2,838-33.1% | $5,631-66.3% | $4,350-56.4% |
| Admin fee / account holder | $2,298 | $1,744+31.8% | $15,885-85.5% | $1,946+18.1% |