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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 | $32,386 | $95,453-66.1% | $112,040-71.1% | $82,448-60.7% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.5%+14.3pp | 68.1%+22.7pp |
| Annual return | 10.30% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $488 | $2,318-78.9% | $2,954-83.5% | $2,551-80.9% |
| Participant deferral / active EE | $3,114 | $4,224-26.3% | $5,098-38.9% | $4,139-24.8% |
| Admin fee / account holder | $5,127 | $9,013-43.1% | $12,098-57.6% | $7,234-29.1% |