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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 | $11,832 | $72,273-83.6% | $101,275-88.3% | $79,856-85.2% |
| Participation rate | 82.8% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 10.51% | 22.30%-11.8pp | 46.48%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $518 | $2,691-80.8% | $3,660-85.8% | $2,471-79.0% |
| Participant deferral / active EE | $1,462 | $3,282-55.4% | $4,371-66.5% | $3,741-60.9% |
| Admin fee / account holder | $1,092 | $4,401-75.2% | $5,948-81.6% | $5,306-79.4% |