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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 | $95,404-66.9% | $113,397-72.1% | $82,637-61.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.5%+9.2pp | 68.1%+17.7pp |
| Annual return | 8.76% | 19.08%-10.3pp | 23.20%-14.4pp | 53.51%-44.7pp |
| Employer contribution / active EE | $566 | $2,307-75.5% | $2,977-81.0% | $2,552-77.8% |
| Participant deferral / active EE | $2,512 | $4,220-40.5% | $5,076-50.5% | $4,126-39.1% |
| Admin fee / account holder | $2,656 | $9,168-71.0% | $11,957-77.8% | $7,339-63.8% |