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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 | $20,157 | $67,411-70.1% | $91,004-77.9% | $70,124-71.3% |
| Participation rate | 71.0% | 71.4%-0.4pp | 75.6%-4.6pp | 69.5%+1.4pp |
| Annual return | 12.45% | -40.16%+52.6pp | 4.60%+7.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $199 | $1,786-88.8% | $2,456-91.9% | $2,342-91.5% |
| Participant deferral / active EE | $1,708 | $2,823-39.5% | $3,548-51.8% | $3,332-48.7% |
| Admin fee / account holder | $2,808 | $4,236-33.7% | $5,417-48.2% | $4,645-39.6% |