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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 | $97,550-66.9% | $120,344-73.2% | $87,485-63.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.7%+11.3pp | 68.9%+19.1pp |
| Annual return | 7.48% | 18.41%-10.9pp | 20.30%-12.8pp | 26.06%-18.6pp |
| Employer contribution / active EE | $280 | $2,291-87.8% | $3,020-90.7% | $2,596-89.2% |
| Participant deferral / active EE | $2,342 | $4,230-44.6% | $5,135-54.4% | $4,274-45.2% |
| Admin fee / account holder | $10,335 | $9,543+8.3% | $12,742-18.9% | $7,775+32.9% |