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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 | $8,483 | $86,949-90.2% | $102,460-91.7% | $80,959-89.5% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.3pp |
| Annual return | -0.24% | 18.89%-19.1pp | 29.47%-29.7pp | 35.67%-35.9pp |
| Employer contribution / active EE | $328 | $2,370-86.1% | $3,025-89.1% | $2,757-88.1% |
| Participant deferral / active EE | $2,293 | $4,121-44.4% | $5,056-54.6% | $4,300-46.7% |
| Admin fee / account holder | $1,277 | $8,048-84.1% | $9,460-86.5% | $6,925-81.6% |