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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 | $143,969-85.9% | $199,883-89.8% | $82,637-75.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 5.15% | 25.67%-20.5pp | 43.81%-38.7pp | 53.51%-48.4pp |
| Employer contribution / active EE | $1,137 | $4,632-75.5% | $6,261-81.8% | $2,552-55.5% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,654 | $14,597-6.5% | $17,268-20.9% | $7,339+86.1% |