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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 | $15,875 | $124,346-87.2% | $111,308-85.7% | $167,536-90.5% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 7.53% | 37.45%-29.9pp | 54.67%-47.1pp | 478.82%-471.3pp |
| Employer contribution / active EE | $693 | $3,437-79.8% | $2,732-74.6% | $4,839-85.7% |
| Participant deferral / active EE | $1,888 | $5,182-63.6% | $4,487-57.9% | $6,342-70.2% |
| Admin fee / account holder | $30,146 | $10,621+183.8% | $7,965+278.5% | $12,315+144.8% |