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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 | $31,304 | $108,825-71.2% | $156,181-80.0% | $82,448-62.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.68% | 20.59%-8.9pp | 64.87%-53.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $517 | $2,870-82.0% | $4,294-88.0% | $2,551-79.7% |
| Participant deferral / active EE | $5,479 | $4,577+19.7% | $6,132-10.7% | $4,139+32.4% |
| Admin fee / account holder | $472 | $9,341-95.0% | $14,586-96.8% | $7,234-93.5% |