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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 | $33,762 | $125,797-73.2% | $170,043-80.1% | $75,173-55.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.54% | 27.20%-17.7pp | 53.40%-43.9pp | 160.72%-151.2pp |
| Employer contribution / active EE | $1,043 | $4,616-77.4% | $6,790-84.6% | $2,671-60.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,426 | $8,177-58.1% | $12,824-73.3% | $5,651-39.4% |