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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 | $32,595 | $108,825-70.0% | $156,181-79.1% | $82,448-60.5% |
| Participation rate | 92.2% | 72.4%+19.8pp | 78.8%+13.3pp | 68.1%+24.1pp |
| Annual return | 12.21% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $450 | $2,870-84.3% | $4,294-89.5% | $2,551-82.3% |
| Participant deferral / active EE | $2,925 | $4,577-36.1% | $6,132-52.3% | $4,139-29.3% |
| Admin fee / account holder | $15,475 | $9,341+65.7% | $14,586+6.1% | $7,234+113.9% |