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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 | $146,267-80.7% | $197,124-85.7% | $82,448-65.7% |
| Participation rate | 87.3% | 84.0%+3.3pp | 86.7%+0.6pp | 68.1%+19.2pp |
| Annual return | 11.71% | 29.61%-17.9pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $950 | $4,723-79.9% | $6,227-84.7% | $2,551-62.7% |
| Participant deferral / active EE | $3,270 | $7,035-53.5% | $9,135-64.2% | $4,139-21.0% |
| Admin fee / account holder | $9,515 | $14,422-34.0% | $16,298-41.6% | $7,234+31.5% |