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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 | $23,901 | $95,453-75.0% | $112,040-78.7% | $82,448-71.0% |
| Participation rate | 97.0% | 72.8%+24.3pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 10.64% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $604 | $2,318-73.9% | $2,954-79.5% | $2,551-76.3% |
| Participant deferral / active EE | $3,426 | $4,224-18.9% | $5,098-32.8% | $4,139-17.2% |
| Admin fee / account holder | $3,601 | $9,013-60.0% | $12,098-70.2% | $7,234-50.2% |