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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 | $11,467 | $68,880-83.4% | $120,580-90.5% | $80,959-85.8% |
| Participation rate | 80.6% | 61.7%+18.9pp | 72.0%+8.6pp | 67.7%+12.9pp |
| Annual return | 9.42% | 23.68%-14.3pp | 107.48%-98.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $373 | $2,066-81.9% | $3,469-89.2% | $2,757-86.5% |
| Participant deferral / active EE | $1,980 | $3,191-37.9% | $4,995-60.4% | $4,300-54.0% |
| Admin fee / account holder | $802 | $5,785-86.1% | $9,418-91.5% | $6,925-88.4% |