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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 | $28,439 | $95,404-70.2% | $113,397-74.9% | $82,637-65.6% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.5%-5.6pp | 68.1%+2.9pp |
| Annual return | 11.27% | 19.08%-7.8pp | 23.20%-11.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $628 | $2,307-72.8% | $2,977-78.9% | $2,552-75.4% |
| Participant deferral / active EE | $2,544 | $4,220-39.7% | $5,076-49.9% | $4,126-38.4% |
| Admin fee / account holder | $20,004 | $9,168+118.2% | $11,957+67.3% | $7,339+172.6% |