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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 | $16,215 | $97,550-83.4% | $120,344-86.5% | $87,485-81.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 10.88% | 18.41%-7.5pp | 20.30%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $200 | $2,291-91.3% | $3,020-93.4% | $2,596-92.3% |
| Participant deferral / active EE | $1,967 | $4,230-53.5% | $5,135-61.7% | $4,274-54.0% |
| Admin fee / account holder | $3,361 | $9,543-64.8% | $12,742-73.6% | $7,775-56.8% |