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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 | $22,290 | $146,267-84.8% | $197,124-88.7% | $82,448-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 5.65% | 29.61%-24.0pp | 44.34%-38.7pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,288 | $4,723-72.7% | $6,227-79.3% | $2,551-49.5% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,606 | $14,422-47.3% | $16,298-53.3% | $7,234+5.1% |