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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 | $27,505 | $80,781-66.0% | $102,437-73.1% | $74,478-63.1% |
| Participation rate | 87.4% | 65.7%+21.7pp | 74.5%+12.9pp | 67.2%+20.2pp |
| Annual return | 10.87% | 27.58%-16.7pp | 24.95%-14.1pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $696 | $3,160-78.0% | $3,871-82.0% | $2,626-73.5% |
| Participant deferral / active EE | $2,455 | $3,862-36.4% | $5,060-51.5% | $4,350-43.6% |
| Admin fee / account holder | $1,278 | $2,372-46.1% | $8,388-84.8% | $1,946-34.3% |