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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 | $15,991 | $86,940-81.6% | $102,434-84.4% | $80,935-80.2% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 6.91% | 18.89%-12.0pp | 29.46%-22.6pp | 35.66%-28.8pp |
| Employer contribution / active EE | $678 | $2,370-71.4% | $3,023-77.6% | $2,757-75.4% |
| Participant deferral / active EE | $4,572 | $4,121+10.9% | $5,055-9.6% | $4,299+6.3% |
| Admin fee / account holder | $1,169 | $8,047-85.5% | $9,462-87.6% | $6,924-83.1% |