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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 | $9,474 | $67,602-86.0% | $82,312-88.5% | $70,126-86.5% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 11.74% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,025 | $2,987-32.2% | $3,706-45.4% | $3,332-39.2% |
| Admin fee / account holder | $1,472 | $4,512-67.4% | $5,608-73.7% | $4,645-68.3% |