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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 | $20,959 | $81,504-74.3% | $102,437-79.5% | $80,959-74.1% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 9.99% | 25.60%-15.6pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $702 | $3,104-77.4% | $3,871-81.9% | $2,757-74.5% |
| Participant deferral / active EE | $3,751 | $3,871-3.1% | $5,060-25.9% | $4,300-12.8% |
| Admin fee / account holder | $4,642 | $6,719-30.9% | $8,388-44.7% | $6,925-33.0% |