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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 | $17,167 | $123,793-86.1% | $177,840-90.3% | $79,852-78.5% |
| Participation rate | 82.8% | 84.7%-1.9pp | 87.7%-5.0pp | 69.6%+13.1pp |
| Annual return | 4.89% | 22.82%-17.9pp | 48.32%-43.4pp | 31.72%-26.8pp |
| Employer contribution / active EE | $570 | $4,095-86.1% | $5,919-90.4% | $2,471-77.0% |
| Participant deferral / active EE | $3,516 | $5,956-41.0% | $7,714-54.4% | $3,740-6.0% |
| Admin fee / account holder | $11,713 | $7,243+61.7% | $12,431-5.8% | $5,306+120.7% |