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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 | $146,267-74.3% | $197,124-80.9% | $82,448-54.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 86.7%+9.1pp | 68.1%+27.8pp |
| Annual return | 3.65% | 29.61%-26.0pp | 44.34%-40.7pp | 41.64%-38.0pp |
| Employer contribution / active EE | $977 | $4,723-79.3% | $6,227-84.3% | $2,551-61.7% |
| Participant deferral / active EE | $3,343 | $7,035-52.5% | $9,135-63.4% | $4,139-19.2% |
| Admin fee / account holder | $4,989 | $14,422-65.4% | $16,298-69.4% | $7,234-31.0% |