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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 | $20,321 | $149,446-86.4% | $256,809-92.1% | $94,015-78.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 5.15% | 17.55%-12.4pp | 32.73%-27.6pp | 17.84%-12.7pp |
| Employer contribution / active EE | $1,137 | $4,596-75.3% | $7,263-84.4% | $2,790-59.3% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,654 | $24,035-43.2% | $25,146-45.7% | $8,951+52.5% |