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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 | $22,308 | $106,524-79.1% | $152,301-85.4% | $87,485-74.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 13.73% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,552 | $6,525+15.7% | $8,004-5.6% | $4,274+76.7% |
| Admin fee / account holder | $601 | $8,287-92.7% | $14,398-95.8% | $7,775-92.3% |