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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 | $2,877 | $81,276-96.5% | $155,574-98.2% | $80,925-96.4% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 6.91% | 33.36%-26.4pp | 64.87%-58.0pp | 35.65%-28.7pp |
| Employer contribution / active EE | $111 | $3,103-96.4% | $4,676-97.6% | $2,756-96.0% |
| Participant deferral / active EE | $1,885 | $3,453-45.4% | $5,629-66.5% | $4,299-56.1% |
| Admin fee / account holder | $512 | $7,993-93.6% | $15,914-96.8% | $6,940-92.6% |