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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 | $31,618 | $104,098-69.6% | $140,514-77.5% | $94,015-66.4% |
| Participation rate | 85.7% | 73.7%+12.0pp | 77.8%+7.9pp | 70.8%+14.9pp |
| Annual return | 8.76% | 15.14%-6.4pp | 14.36%-5.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $566 | $2,388-76.3% | $3,378-83.2% | $2,790-79.7% |
| Participant deferral / active EE | $2,512 | $4,033-37.7% | $4,919-48.9% | $4,249-40.9% |
| Admin fee / account holder | $2,656 | $10,439-74.6% | $13,697-80.6% | $8,951-70.3% |