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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 | $13,119 | $72,269-81.8% | $101,271-87.0% | $79,852-83.6% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 9.17% | 22.29%-13.1pp | 46.48%-37.3pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,810 | $3,282-44.8% | $4,371-58.6% | $3,740-51.6% |
| Admin fee / account holder | $2,623 | $4,401-40.4% | $5,948-55.9% | $5,306-50.6% |