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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 | $8,141 | $111,814-92.7% | $103,378-92.1% | $145,978-94.4% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 8.39% | 24.80%-16.4pp | 24.91%-16.5pp | 550.52%-542.1pp |
| Employer contribution / active EE | $631 | $4,215-85.0% | $3,870-83.7% | $4,662-86.5% |
| Participant deferral / active EE | $2,249 | $5,618-60.0% | $5,058-55.5% | $6,690-66.4% |
| Admin fee / account holder | $2,220 | $9,764-77.3% | $8,401-73.6% | $13,400-83.4% |