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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 | $15,834 | $63,082-74.9% | $81,726-80.6% | $79,856-80.2% |
| Participation rate | 80.4% | 67.5%+12.8pp | 72.0%+8.4pp | 69.6%+10.7pp |
| Annual return | 3.68% | 22.66%-19.0pp | 29.49%-25.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $328 | $1,795-81.7% | $4,311-92.4% | $2,471-86.7% |
| Participant deferral / active EE | $1,584 | $2,780-43.0% | $7,108-77.7% | $3,741-57.6% |
| Admin fee / account holder | $10,034 | $4,428+126.6% | $5,160+94.5% | $5,306+89.1% |