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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 | $97,550-75.5% | $120,344-80.1% | $87,485-72.7% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.7%+20.3pp | 68.9%+28.1pp |
| Annual return | 10.64% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.4pp |
| Employer contribution / active EE | $604 | $2,291-73.6% | $3,020-80.0% | $2,596-76.7% |
| Participant deferral / active EE | $3,426 | $4,230-19.0% | $5,135-33.3% | $4,274-19.8% |
| Admin fee / account holder | $3,601 | $9,543-62.3% | $12,742-71.7% | $7,775-53.7% |