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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 | $26,663 | $94,529-71.8% | $140,019-81.0% | $64,173-58.5% |
| Participation rate | 98.1% | 84.1%+14.0pp | 87.5%+10.6pp | 69.6%+28.5pp |
| Annual return | -7.40% | 7.77%-15.2pp | 651.17%-658.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,014 | $3,812-73.4% | $5,605-81.9% | $2,381-57.4% |
| Participant deferral / active EE | $3,454 | $5,250-34.2% | $6,927-50.1% | $3,470-0.5% |
| Admin fee / account holder | $2,371 | $6,741-64.8% | $10,705-77.9% | $4,887-51.5% |