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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 | $27,180 | $101,795-73.3% | $165,100-83.5% | $80,959-66.4% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.2pp | 67.7%+8.8pp |
| Annual return | 9.35% | 16.73%-7.4pp | 70.21%-60.9pp | 35.67%-26.3pp |
| Employer contribution / active EE | $628 | $2,954-78.7% | $4,348-85.5% | $2,757-77.2% |
| Participant deferral / active EE | $2,294 | $4,476-48.7% | $6,035-62.0% | $4,300-46.6% |
| Admin fee / account holder | $5,281 | $8,221-35.8% | $12,696-58.4% | $6,925-23.7% |