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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 | $145,431-86.0% | $211,142-90.4% | $87,485-76.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 5.15% | 27.21%-22.1pp | 46.84%-41.7pp | 26.06%-20.9pp |
| Employer contribution / active EE | $1,137 | $4,662-75.6% | $6,442-82.4% | $2,596-56.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13,654 | $17,052-19.9% | $19,076-28.4% | $7,775+75.6% |