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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 | $36,662 | $114,712-68.0% | $173,730-78.9% | $87,485-58.1% |
| Participation rate | 91.3% | 73.0%+18.3pp | 79.6%+11.7pp | 68.9%+22.4pp |
| Annual return | 10.63% | 20.18%-9.6pp | 19.96%-9.3pp | 26.06%-15.4pp |
| Employer contribution / active EE | $671 | $2,904-76.9% | $4,577-85.4% | $2,596-74.2% |
| Participant deferral / active EE | $4,170 | $4,642-10.2% | $6,326-34.1% | $4,274-2.4% |
| Admin fee / account holder | $3,285 | $10,210-67.8% | $17,523-81.3% | $7,775-57.8% |