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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 | $95,404-83.0% | $113,397-85.7% | $82,637-80.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.88% | 19.08%-8.2pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $200 | $2,307-91.3% | $2,977-93.3% | $2,552-92.2% |
| Participant deferral / active EE | $1,967 | $4,220-53.4% | $5,076-61.3% | $4,126-52.3% |
| Admin fee / account holder | $3,361 | $9,168-63.3% | $11,957-71.9% | $7,339-54.2% |