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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 | $26,672 | $153,769-82.7% | $133,975-80.1% | $273,972-90.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 2.02% | 36.51%-34.5pp | 29.29%-27.3pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,034 | $6,029-82.9% | $5,211-80.2% | $4,869-78.8% |
| Participant deferral / active EE | $2,608 | $6,958-62.5% | $6,282-58.5% | $5,287-50.7% |
| Admin fee / account holder | $24,456 | $11,765+107.9% | $9,324+162.3% | $10,133+141.4% |