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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 | $34,156 | $116,462-70.7% | $148,243-77.0% | $116,462-70.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 89.1%+10.9pp | 74.7%+25.3pp |
| Annual return | 11.28% | 15.65%-4.4pp | -8.20%+19.5pp | 15.65%-4.4pp |
| Employer contribution / active EE | $331 | $3,231-89.8% | $3,412-90.3% | $3,231-89.8% |
| Participant deferral / active EE | $5,729 | $3,836+49.3% | $4,089+40.1% | $3,836+49.3% |
| Admin fee / account holder | $1,309 | $12,754-89.7% | $7,881-83.4% | $12,754-89.7% |