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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 | $89,259-82.1% | $107,187-85.1% | $82,637-80.7% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 8.82% | 21.02%-12.2pp | 204.55%-195.7pp | 53.51%-44.7pp |
| Employer contribution / active EE | $658 | $3,080-78.6% | $3,782-82.6% | $2,552-74.2% |
| Participant deferral / active EE | $2,694 | $4,037-33.3% | $5,096-47.1% | $4,126-34.7% |
| Admin fee / account holder | $13,648 | $7,381+84.9% | $9,162+49.0% | $7,339+86.0% |