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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 | $17,286 | $88,672-80.5% | $105,223-83.6% | $82,448-79.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 7.92% | 30.86%-22.9pp | 180.65%-172.7pp | 41.64%-33.7pp |
| Employer contribution / active EE | $158 | $3,048-94.8% | $3,689-95.7% | $2,551-93.8% |
| Participant deferral / active EE | $1,813 | $4,036-55.1% | $5,072-64.2% | $4,139-56.2% |
| Admin fee / account holder | $7,626 | $7,146+6.7% | $8,859-13.9% | $7,234+5.4% |