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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 | $13,992 | $60,349-76.8% | $74,184-81.1% | $62,881-77.7% |
| Participation rate | 91.3% | 72.7%+18.6pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 2.85% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $272 | $1,680-83.8% | $2,370-88.5% | $2,281-88.1% |
| Participant deferral / active EE | $1,759 | $2,856-38.4% | $3,550-50.4% | $3,203-45.1% |
| Admin fee / account holder | $6,525 | $4,261+53.1% | $5,586+16.8% | $4,296+51.9% |