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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 | $15,968 | $88,672-82.0% | $105,223-84.8% | $82,448-80.6% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 8.82% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $658 | $3,048-78.4% | $3,689-82.2% | $2,551-74.2% |
| Participant deferral / active EE | $2,694 | $4,036-33.2% | $5,072-46.9% | $4,139-34.9% |
| Admin fee / account holder | $13,648 | $7,146+91.0% | $8,859+54.1% | $7,234+88.7% |