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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 | $24,149 | $101,752-76.3% | $164,928-85.4% | $80,911-70.2% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 7.87% | 16.73%-8.9pp | 70.08%-62.2pp | 35.63%-27.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,660 | $4,477-40.6% | $6,034-55.9% | $4,297-38.1% |
| Admin fee / account holder | $7,497 | $8,218-8.8% | $12,684-40.9% | $6,935+8.1% |