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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 | $20,125 | $67,411-70.1% | $91,004-77.9% | $70,126-71.3% |
| Participation rate | 84.2% | 71.4%+12.8pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 6.30% | -40.16%+46.5pp | 4.60%+1.7pp | 73.15%-66.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,970 | $2,823-30.2% | $3,548-44.5% | $3,332-40.9% |
| Admin fee / account holder | $721 | $4,236-83.0% | $5,417-86.7% | $4,645-84.5% |