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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 | $24,281 | $72,486-66.5% | $87,103-72.1% | $72,976-66.7% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 14.38% | 24.46%-10.1pp | 28.19%-13.8pp | 81.02%-66.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,714 | $3,270-47.6% | $4,049-57.7% | $3,608-52.5% |
| Admin fee / account holder | $1,735 | $5,055-65.7% | $7,491-76.8% | $5,124-66.1% |