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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 | $24,497 | $96,731-74.7% | $123,973-80.2% | $86,983-71.8% |
| Participation rate | 91.5% | 70.0%+21.4pp | 76.7%+14.8pp | 69.5%+21.9pp |
| Annual return | 8.12% | 17.33%-9.2pp | 388.13%-380.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $590 | $3,297-82.1% | $4,126-85.7% | $2,584-77.2% |
| Participant deferral / active EE | $4,769 | $4,152+14.9% | $5,247-9.1% | $4,194+13.7% |
| Admin fee / account holder | $2,154 | $8,722-75.3% | $11,799-81.7% | $7,856-72.6% |