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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 | $22,720 | $82,028-72.3% | $123,105-81.5% | $59,633-61.9% |
| Participation rate | 90.5% | 83.2%+7.3pp | 86.8%+3.7pp | 68.7%+21.8pp |
| Annual return | -2.11% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $894 | $3,297-72.9% | $5,151-82.6% | $2,203-59.4% |
| Participant deferral / active EE | $3,226 | $4,667-30.9% | $6,229-48.2% | $3,192+1.1% |
| Admin fee / account holder | $379 | $5,879-93.6% | $9,014-95.8% | $4,297-91.2% |