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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 | $5,515 | $117,846-95.3% | $102,434-94.6% | $145,884-96.2% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 5.83% | 31.90%-26.1pp | 29.46%-23.6pp | 551.85%-546.0pp |
| Employer contribution / active EE | $522 | $3,615-85.6% | $3,023-82.7% | $4,662-88.8% |
| Participant deferral / active EE | $2,468 | $5,733-57.0% | $5,055-51.2% | $6,690-63.1% |
| Admin fee / account holder | $4,687 | $13,356-64.9% | $9,462-50.5% | $13,392-65.0% |