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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 | $9,630 | $53,128-81.9% | $86,582-88.9% | $70,126-86.3% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 12.04% | 27.66%-15.6pp | 965.08%-953.0pp | 73.15%-61.1pp |
| Employer contribution / active EE | -$5 | $2,068-100.2% | $2,839-100.2% | $2,343-100.2% |
| Participant deferral / active EE | $970 | $2,695-64.0% | $3,609-73.1% | $3,332-70.9% |
| Admin fee / account holder | $3,876 | $3,584+8.2% | $4,904-21.0% | $4,645-16.6% |