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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 | $15,935 | $72,177-77.9% | $115,038-86.1% | $59,633-73.3% |
| Participation rate | 86.2% | 72.6%+13.6pp | 81.4%+4.8pp | 68.7%+17.5pp |
| Annual return | -5.61% | 12.02%-17.6pp | 26.14%-31.8pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $351 | $2,841-87.7% | $4,608-92.4% | $2,203-84.1% |
| Participant deferral / active EE | $2,584 | $4,783-46.0% | $6,026-57.1% | $3,192-19.0% |
| Admin fee / account holder | $2,475 | $4,927-49.8% | $8,175-69.7% | $4,297-42.4% |