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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 | $17,756 | $72,012-75.3% | $185,827-90.4% | $79,858-77.8% |
| Participation rate | 83.9% | 65.8%+18.1pp | 78.0%+5.8pp | 69.6%+14.2pp |
| Annual return | 10.91% | 23.12%-12.2pp | 35.96%-25.0pp | 31.72%-20.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,341 | $3,779+41.3% | $5,633-5.2% | $3,740+42.8% |
| Admin fee / account holder | $381 | $4,513-91.6% | $9,502-96.0% | $5,306-92.8% |