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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 | $95,453-66.2% | $112,040-71.2% | $82,448-60.8% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 7.48% | 23.92%-16.4pp | 24.52%-17.0pp | 41.64%-34.2pp |
| Employer contribution / active EE | $280 | $2,318-87.9% | $2,954-90.5% | $2,551-89.0% |
| Participant deferral / active EE | $2,342 | $4,224-44.5% | $5,098-54.1% | $4,139-43.4% |
| Admin fee / account holder | $10,335 | $9,013+14.7% | $12,098-14.6% | $7,234+42.9% |