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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 | $18,849 | $63,346-70.2% | $92,239-79.6% | $70,124-73.1% |
| Participation rate | 78.9% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 11.03% | 530.19%-519.2pp | 176.29%-165.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $446 | $2,471-82.0% | $3,680-87.9% | $2,342-81.0% |
| Participant deferral / active EE | $1,902 | $2,854-33.3% | $3,897-51.2% | $3,332-42.9% |
| Admin fee / account holder | $2,230 | $3,841-41.9% | $5,194-57.1% | $4,645-52.0% |