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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 | $3,070 | $110,379-97.2% | $102,412-97.0% | $145,884-97.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 7.62% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $582 | $4,216-86.2% | $3,870-85.0% | $4,662-87.5% |
| Participant deferral / active EE | $1,773 | $5,622-68.5% | $5,060-65.0% | $6,690-73.5% |
| Admin fee / account holder | $552 | $9,745-94.3% | $8,388-93.4% | $13,392-95.9% |