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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 | $20,186 | $81,504-75.2% | $102,437-80.3% | $80,959-75.1% |
| Participation rate | 75.9% | 66.9%+9.0pp | 74.5%+1.4pp | 67.7%+8.2pp |
| Annual return | 9.93% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $415 | $3,104-86.6% | $3,871-89.3% | $2,757-84.9% |
| Participant deferral / active EE | $2,694 | $3,871-30.4% | $5,060-46.8% | $4,300-37.4% |
| Admin fee / account holder | $2,931 | $6,719-56.4% | $8,388-65.1% | $6,925-57.7% |