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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 | $68,586-83.3% | $120,380-90.5% | $80,911-85.8% |
| Participation rate | 80.6% | 61.6%+19.0pp | 71.9%+8.7pp | 67.6%+12.9pp |
| Annual return | 9.42% | 23.62%-14.2pp | 107.28%-97.9pp | 35.63%-26.2pp |
| Employer contribution / active EE | $373 | $2,053-81.8% | $3,465-89.2% | $2,756-86.5% |
| Participant deferral / active EE | $1,980 | $3,174-37.6% | $4,992-60.3% | $4,297-53.9% |
| Admin fee / account holder | $802 | $5,733-86.0% | $9,421-91.5% | $6,935-88.4% |