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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 | $17,616 | $77,670-77.3% | $109,163-83.9% | $79,393-77.8% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 9.60% | 23.44%-13.8pp | 25.75%-16.2pp | 116.87%-107.3pp |
| Employer contribution / active EE | $396 | $2,798-85.9% | $3,723-89.4% | $2,428-83.7% |
| Participant deferral / active EE | $1,796 | $3,518-48.9% | $4,654-61.4% | $4,046-55.6% |
| Admin fee / account holder | $3,612 | $732+393.2% | $6,754-46.5% | $627+476.5% |