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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 | $9,718 | $85,171-88.6% | $172,753-94.4% | $72,976-86.7% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 14.12% | 27.32%-13.2pp | 803.00%-788.9pp | 81.02%-66.9pp |
| Employer contribution / active EE | $100 | $3,324-97.0% | $5,144-98.1% | $2,440-95.9% |
| Participant deferral / active EE | $2,603 | $3,260-20.2% | $5,198-49.9% | $3,608-27.9% |
| Admin fee / account holder | $2,496 | $5,880-57.5% | $13,956-82.1% | $5,124-51.3% |