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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 | $28,981 | $101,798-71.5% | $165,071-82.4% | $80,935-64.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 8.31% | 16.73%-8.4pp | 70.17%-61.9pp | 35.66%-27.3pp |
| Employer contribution / active EE | $484 | $2,954-83.6% | $4,347-88.9% | $2,757-82.4% |
| Participant deferral / active EE | $2,162 | $4,476-51.7% | $6,035-64.2% | $4,299-49.7% |
| Admin fee / account holder | $538 | $8,221-93.5% | $12,695-95.8% | $6,924-92.2% |