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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 | $6,062 | $78,027-92.2% | $178,528-96.6% | $80,925-92.5% |
| Participation rate | 84.4% | 65.7%+18.7pp | 77.1%+7.3pp | 67.7%+16.7pp |
| Annual return | 5.69% | 18.09%-12.4pp | 27.11%-21.4pp | 35.65%-30.0pp |
| Employer contribution / active EE | $424 | $2,281-81.4% | $3,950-89.3% | $2,756-84.6% |
| Participant deferral / active EE | $1,571 | $4,408-64.4% | $6,278-75.0% | $4,299-63.5% |
| Admin fee / account holder | $1,241 | $7,168-82.7% | $10,419-88.1% | $6,940-82.1% |