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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 | $25,715 | $87,834-70.7% | $133,975-80.8% | $62,881-59.1% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 3.34% | 12.05%-8.7pp | 29.29%-26.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $172 | $3,482-95.1% | $5,211-96.7% | $2,281-92.5% |
| Participant deferral / active EE | $4,549 | $4,812-5.5% | $6,282-27.6% | $3,203+42.0% |
| Admin fee / account holder | $17,367 | $5,372+223.3% | $9,324+86.3% | $4,296+304.3% |