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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 | $22,119 | $98,766-77.6% | $149,730-85.2% | $79,852-72.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 10.96% | 27.43%-16.5pp | 276.70%-265.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $439 | $3,217-86.4% | $4,645-90.6% | $2,471-82.3% |
| Participant deferral / active EE | $3,820 | $5,681-32.8% | $6,843-44.2% | $3,740+2.1% |
| Admin fee / account holder | $3,081 | $6,052-49.1% | $9,310-66.9% | $5,306-41.9% |