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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 | $16,625 | $52,884-68.6% | $84,753-80.4% | $55,167-69.9% |
| Participation rate | 81.1% | 67.5%+13.6pp | 76.6%+4.5pp | 69.0%+12.1pp |
| Annual return | 0.32% | 18.03%-17.7pp | 22.78%-22.5pp | 169.23%-168.9pp |
| Employer contribution / active EE | $135 | $2,233-93.9% | $3,574-96.2% | $1,963-93.1% |
| Participant deferral / active EE | $1,722 | $2,644-34.9% | $3,712-53.6% | $3,054-43.6% |
| Admin fee / account holder | $5,027 | $581+765.7% | $5,333-5.7% | $504+897.7% |