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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 | $18,017 | $72,486-75.1% | $87,103-79.3% | $72,976-75.3% |
| Participation rate | 74.7% | 72.8%+1.9pp | 76.9%-2.2pp | 69.5%+5.2pp |
| Annual return | 15.02% | 24.46%-9.4pp | 28.19%-13.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,558 | $3,270-52.3% | $4,049-61.5% | $3,608-56.8% |
| Admin fee / account holder | $750 | $5,055-85.2% | $7,491-90.0% | $5,124-85.4% |