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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 | $14,096 | $78,670-82.1% | $109,173-87.1% | $85,847-83.6% |
| Participation rate | 96.5% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.2pp |
| Annual return | 8.73% | 25.09%-16.4pp | 25.75%-17.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $469 | $2,734-82.8% | $3,723-87.4% | $2,565-81.7% |
| Participant deferral / active EE | $2,261 | $3,467-34.8% | $4,654-51.4% | $3,952-42.8% |
| Admin fee / account holder | $2,136 | $5,469-60.9% | $6,755-68.4% | $6,261-65.9% |