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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 | $19,421 | $58,828-67.0% | $78,002-75.1% | $62,881-69.1% |
| Participation rate | 73.4% | 71.1%+2.4pp | 75.5%-2.1pp | 69.3%+4.1pp |
| Annual return | 0.53% | 17.16%-16.6pp | 425.99%-425.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $123 | $1,672-92.6% | $2,470-95.0% | $2,281-94.6% |
| Participant deferral / active EE | $1,605 | $2,686-40.2% | $3,497-54.1% | $3,203-49.9% |
| Admin fee / account holder | $1,247 | $4,393-71.6% | $5,481-77.3% | $4,296-71.0% |