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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 | $16,960 | $72,027-76.5% | $185,861-90.9% | $79,856-78.8% |
| Participation rate | 76.4% | 65.8%+10.6pp | 78.0%-1.7pp | 69.6%+6.7pp |
| Annual return | 8.53% | 23.13%-14.6pp | 35.96%-27.4pp | 31.71%-23.2pp |
| Employer contribution / active EE | $218 | $1,965-88.9% | $4,088-94.7% | $2,471-91.2% |
| Participant deferral / active EE | $2,184 | $3,780-42.2% | $5,634-61.2% | $3,741-41.6% |
| Admin fee / account holder | $915 | $4,513-79.7% | $9,503-90.4% | $5,306-82.7% |