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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 | $12,080 | $102,422-88.2% | $147,117-91.8% | $80,959-85.1% |
| Participation rate | 78.0% | 75.9%+2.2pp | 82.2%-4.1pp | 67.7%+10.4pp |
| Annual return | 9.00% | 135.16%-126.2pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $782 | $3,717-79.0% | $4,932-84.1% | $2,757-71.6% |
| Participant deferral / active EE | $4,733 | $6,652-28.8% | $8,065-41.3% | $4,300+10.1% |
| Admin fee / account holder | $2,921 | $7,953-63.3% | $12,993-77.5% | $6,925-57.8% |