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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 | $95,453-66.9% | $112,040-71.8% | $82,448-61.7% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 8.76% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $566 | $2,318-75.6% | $2,954-80.8% | $2,551-77.8% |
| Participant deferral / active EE | $2,512 | $4,224-40.5% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $2,656 | $9,013-70.5% | $12,098-78.0% | $7,234-63.3% |