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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 | $23,299 | $80,983-71.2% | $96,544-75.9% | $75,177-69.0% |
| Participation rate | 93.0% | 71.8%+21.2pp | 76.0%+17.0pp | 67.2%+25.8pp |
| Annual return | 8.40% | 27.05%-18.7pp | 25.88%-17.5pp | 160.75%-152.3pp |
| Employer contribution / active EE | $581 | $2,282-74.5% | $2,966-80.4% | $2,671-78.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $419 | $6,717-93.8% | $8,254-94.9% | $5,651-92.6% |