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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 | $20,972 | $86,938-75.9% | $102,423-79.5% | $80,925-74.1% |
| Participation rate | 80.3% | 72.4%+7.9pp | 76.5%+3.8pp | 67.7%+12.6pp |
| Annual return | 9.71% | 18.89%-9.2pp | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $208 | $2,369-91.2% | $3,023-93.1% | $2,756-92.5% |
| Participant deferral / active EE | $1,882 | $4,120-54.3% | $5,054-62.8% | $4,299-56.2% |
| Admin fee / account holder | $1,749 | $8,053-78.3% | $9,455-81.5% | $6,940-74.8% |