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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 | $101,752-73.3% | $164,928-83.5% | $80,911-66.4% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.1pp | 67.6%+8.8pp |
| Annual return | 9.35% | 16.73%-7.4pp | 70.08%-60.7pp | 35.63%-26.3pp |
| Employer contribution / active EE | $628 | $2,953-78.7% | $4,343-85.5% | $2,756-77.2% |
| Participant deferral / active EE | $2,294 | $4,477-48.8% | $6,034-62.0% | $4,297-46.6% |
| Admin fee / account holder | $5,281 | $8,218-35.7% | $12,684-58.4% | $6,935-23.8% |