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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 | $117,846-91.5% | $102,434-90.2% | $145,884-93.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 7.93% | 31.90%-24.0pp | 29.46%-21.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $497 | $3,615-86.3% | $3,023-83.6% | $4,662-89.3% |
| Participant deferral / active EE | $1,797 | $5,733-68.7% | $5,055-64.4% | $6,690-73.1% |
| Admin fee / account holder | $527 | $13,356-96.1% | $9,462-94.4% | $13,392-96.1% |