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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 | $10,233 | $63,346-83.8% | $92,239-88.9% | $70,124-85.4% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 9.60% | 530.19%-520.6pp | 176.29%-166.7pp | 73.14%-63.5pp |
| Employer contribution / active EE | $167 | $2,471-93.2% | $3,680-95.5% | $2,342-92.9% |
| Participant deferral / active EE | $1,860 | $2,854-34.8% | $3,897-52.3% | $3,332-44.2% |
| Admin fee / account holder | $6,240 | $3,841+62.5% | $5,194+20.1% | $4,645+34.3% |