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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 | $16,215 | $95,453-83.0% | $112,040-85.5% | $82,448-80.3% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.88% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $200 | $2,318-91.4% | $2,954-93.2% | $2,551-92.2% |
| Participant deferral / active EE | $1,967 | $4,224-53.4% | $5,098-61.4% | $4,139-52.5% |
| Admin fee / account holder | $3,361 | $9,013-62.7% | $12,098-72.2% | $7,234-53.5% |