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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 | $18,799 | $210,510-91.1% | $153,500-87.8% | $145,877-87.1% |
| Participation rate | 71.4% | 82.1%-10.7pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.21% | 13.45%-6.2pp | 15.70%-8.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $966 | $6,052-84.0% | $5,039-80.8% | $4,663-79.3% |
| Participant deferral / active EE | $2,384 | $7,974-70.1% | $6,756-64.7% | $6,691-64.4% |
| Admin fee / account holder | $17,749 | $19,455-8.8% | $12,736+39.4% | $13,402+32.4% |