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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 | $18,008 | $81,487-77.9% | $102,412-82.4% | $80,935-77.8% |
| Participation rate | 86.4% | 66.8%+19.6pp | 74.5%+11.9pp | 67.7%+18.8pp |
| Annual return | 8.57% | 25.60%-17.0pp | 24.94%-16.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $460 | $3,103-85.2% | $3,870-88.1% | $2,757-83.3% |
| Participant deferral / active EE | $2,028 | $3,871-47.6% | $5,060-59.9% | $4,299-52.8% |
| Admin fee / account holder | $27,265 | $6,717+305.9% | $8,388+225.1% | $6,924+293.8% |