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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 | $37,619 | $145,431-74.1% | $211,142-82.2% | $87,485-57.0% |
| Participation rate | 95.8% | 84.7%+11.1pp | 87.3%+8.5pp | 68.9%+26.9pp |
| Annual return | 3.65% | 27.21%-23.6pp | 46.84%-43.2pp | 26.06%-22.4pp |
| Employer contribution / active EE | $977 | $4,662-79.0% | $6,442-84.8% | $2,596-62.4% |
| Participant deferral / active EE | $3,343 | $6,859-51.3% | $9,284-64.0% | $4,274-21.8% |
| Admin fee / account holder | $4,989 | $17,052-70.7% | $19,076-73.8% | $7,775-35.8% |