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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 | $34,753 | $138,393-74.9% | $184,256-81.1% | $80,959-57.1% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.4pp |
| Annual return | 11.10% | 20.01%-8.9pp | 28.85%-17.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,193 | $7,076-54.9% | $9,133-65.0% | $4,300-25.8% |
| Admin fee / account holder | $3,534 | $10,489-66.3% | $13,899-74.6% | $6,925-49.0% |