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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 | $28,262 | $145,431-80.6% | $211,142-86.6% | $87,485-67.7% |
| Participation rate | 87.3% | 84.7%+2.5pp | 87.3%0pp | 68.9%+18.3pp |
| Annual return | 11.71% | 27.21%-15.5pp | 46.84%-35.1pp | 26.06%-14.4pp |
| Employer contribution / active EE | $950 | $4,662-79.6% | $6,442-85.2% | $2,596-63.4% |
| Participant deferral / active EE | $3,270 | $6,859-52.3% | $9,284-64.8% | $4,274-23.5% |
| Admin fee / account holder | $9,515 | $17,052-44.2% | $19,076-50.1% | $7,775+22.4% |