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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 | $10,750 | $84,236-87.2% | $170,435-93.7% | $70,126-84.7% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 8.69% | 23.06%-14.4pp | 205.94%-197.2pp | 73.15%-64.5pp |
| Employer contribution / active EE | $238 | $3,387-93.0% | $5,432-95.6% | $2,343-89.8% |
| Participant deferral / active EE | $1,151 | $3,086-62.7% | $4,939-76.7% | $3,332-65.4% |
| Admin fee / account holder | $2,272 | $5,698-60.1% | $13,881-83.6% | $4,645-51.1% |