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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 | $12,238 | $56,423-78.3% | $77,183-84.1% | $71,495-82.9% |
| Participation rate | 98.1% | 64.3%+33.8pp | 69.6%+28.6pp | 67.9%+30.2pp |
| Annual return | 12.56% | 19.05%-6.5pp | 37.89%-25.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $467 | $1,866-75.0% | $2,534-81.6% | $2,589-82.0% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $865 | $1,429-39.5% | $5,475-84.2% | $1,588-45.5% |