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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 | $12,978 | $53,128-75.6% | $86,582-85.0% | $70,126-81.5% |
| Participation rate | 82.6% | 65.3%+17.3pp | 73.5%+9.1pp | 69.5%+13.1pp |
| Annual return | 10.98% | 27.66%-16.7pp | 965.08%-954.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $207 | $2,068-90.0% | $2,839-92.7% | $2,343-91.2% |
| Participant deferral / active EE | $987 | $2,695-63.4% | $3,609-72.6% | $3,332-70.4% |
| Admin fee / account holder | $646 | $3,584-82.0% | $4,904-86.8% | $4,645-86.1% |