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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 | $11,957 | $56,054-78.7% | $171,082-93.0% | $62,881-81.0% |
| Participation rate | 72.2% | 62.9%+9.3pp | 76.7%-4.5pp | 69.3%+2.9pp |
| Annual return | 3.56% | 22.52%-19.0pp | 32.56%-29.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $133 | $1,731-92.3% | $4,002-96.7% | $2,281-94.2% |
| Participant deferral / active EE | $1,331 | $3,158-57.8% | $4,797-72.3% | $3,203-58.4% |
| Admin fee / account holder | $1,647 | $3,647-54.8% | $8,520-80.7% | $4,296-61.7% |