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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 | $9,771 | $49,239-80.2% | $70,462-86.1% | $79,858-87.8% |
| Participation rate | 89.5% | 69.2%+20.3pp | 75.1%+14.4pp | 69.6%+19.8pp |
| Annual return | 3.74% | 30.08%-26.3pp | 109.08%-105.3pp | 31.72%-28.0pp |
| Employer contribution / active EE | $23 | $2,100-98.9% | $2,737-99.2% | $2,471-99.1% |
| Participant deferral / active EE | $935 | $2,769-66.2% | $3,710-74.8% | $3,740-75.0% |
| Admin fee / account holder | $3,310 | $2,876+15.1% | $3,845-13.9% | $5,306-37.6% |