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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 | $8,063 | $81,504-90.1% | $102,437-92.1% | $80,959-90.0% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 7.61% | 25.60%-18.0pp | 24.95%-17.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $647 | $3,104-79.1% | $3,871-83.3% | $2,757-76.5% |
| Participant deferral / active EE | $1,892 | $3,871-51.1% | $5,060-62.6% | $4,300-56.0% |
| Admin fee / account holder | $3,523 | $6,719-47.6% | $8,388-58.0% | $6,925-49.1% |