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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 | $28,311 | $108,825-74.0% | $156,181-81.9% | $82,448-65.7% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 12.33% | 20.59%-8.3pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $508 | $2,870-82.3% | $4,294-88.2% | $2,551-80.1% |
| Participant deferral / active EE | $2,494 | $4,577-45.5% | $6,132-59.3% | $4,139-39.7% |
| Admin fee / account holder | $919 | $9,341-90.2% | $14,586-93.7% | $7,234-87.3% |