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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 | $7,148 | $70,666-89.9% | $169,385-95.8% | $75,181-90.5% |
| Participation rate | 79.5% | 64.8%+14.8pp | 77.2%+2.4pp | 67.2%+12.3pp |
| Annual return | 6.86% | 36.37%-29.5pp | 405.82%-399.0pp | 160.69%-153.8pp |
| Employer contribution / active EE | $412 | $2,210-81.3% | $4,012-89.7% | $2,671-84.6% |
| Participant deferral / active EE | $1,711 | $4,308-60.3% | $6,221-72.5% | $4,126-58.5% |
| Admin fee / account holder | $5,330 | $5,402-1.3% | $9,011-40.9% | $5,650-5.7% |