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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 | $24,586 | $69,977-64.9% | $108,582-77.4% | $62,881-60.9% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | 0.66% | 10.73%-10.1pp | -51.70%+52.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $401 | $2,135-81.2% | $3,758-89.3% | $2,281-82.4% |
| Participant deferral / active EE | $1,713 | $3,165-45.9% | $4,311-60.3% | $3,203-46.5% |
| Admin fee / account holder | $728 | $5,076-85.7% | $7,645-90.5% | $4,296-83.0% |