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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 | $12,962 | $86,949-85.1% | $102,460-87.3% | $80,959-84.0% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.7%+30.4pp |
| Annual return | 6.17% | 18.89%-12.7pp | 29.47%-23.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $387 | $2,370-83.7% | $3,025-87.2% | $2,757-86.0% |
| Participant deferral / active EE | $2,456 | $4,121-40.4% | $5,056-51.4% | $4,300-42.9% |
| Admin fee / account holder | $4,089 | $8,048-49.2% | $9,460-56.8% | $6,925-41.0% |