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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 | $28,300 | $101,778-72.2% | $164,975-82.8% | $80,925-65.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.14% | 16.73%-8.6pp | 70.12%-62.0pp | 35.65%-27.5pp |
| Employer contribution / active EE | $549 | $2,954-81.4% | $4,343-87.4% | $2,756-80.1% |
| Participant deferral / active EE | $5,007 | $4,477+11.8% | $6,033-17.0% | $4,299+16.5% |
| Admin fee / account holder | $3,915 | $8,221-52.4% | $12,688-69.1% | $6,940-43.6% |