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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 | $32,311 | $104,098-69.0% | $140,514-77.0% | $94,015-65.6% |
| Participation rate | 88.0% | 73.7%+14.3pp | 77.8%+10.2pp | 70.8%+17.2pp |
| Annual return | 7.48% | 15.14%-7.7pp | 14.36%-6.9pp | 17.84%-10.4pp |
| Employer contribution / active EE | $280 | $2,388-88.3% | $3,378-91.7% | $2,790-90.0% |
| Participant deferral / active EE | $2,342 | $4,033-41.9% | $4,919-52.4% | $4,249-44.9% |
| Admin fee / account holder | $10,335 | $10,439-1.0% | $13,697-24.6% | $8,951+15.5% |