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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 | $10,029 | $117,904-91.5% | $102,457-90.2% | $145,978-93.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 7.93% | 31.80%-23.9pp | 29.41%-21.5pp | 550.52%-542.6pp |
| Employer contribution / active EE | $497 | $3,613-86.3% | $3,022-83.6% | $4,662-89.3% |
| Participant deferral / active EE | $1,797 | $5,733-68.7% | $5,054-64.4% | $6,690-73.1% |
| Admin fee / account holder | $527 | $13,329-96.0% | $9,451-94.4% | $13,400-96.1% |