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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 | $95,453-70.2% | $112,040-74.6% | $82,448-65.5% |
| Participation rate | 70.9% | 72.8%-1.8pp | 76.5%-5.6pp | 68.1%+2.8pp |
| Annual return | 11.27% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $628 | $2,318-72.9% | $2,954-78.7% | $2,551-75.4% |
| Participant deferral / active EE | $2,544 | $4,224-39.8% | $5,098-50.1% | $4,139-38.5% |
| Admin fee / account holder | $20,004 | $9,013+121.9% | $12,098+65.3% | $7,234+176.5% |