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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 | $14,208 | $88,672-84.0% | $105,223-86.5% | $82,448-82.8% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 11.27% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $787 | $3,048-74.2% | $3,689-78.7% | $2,551-69.2% |
| Participant deferral / active EE | $2,299 | $4,036-43.0% | $5,072-54.7% | $4,139-44.5% |
| Admin fee / account holder | $28,391 | $7,146+297.3% | $8,859+220.5% | $7,234+292.5% |