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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 | $29,859 | $91,559-67.4% | $133,971-77.7% | $79,852-62.6% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 10.08% | 61.85%-51.8pp | 45.09%-35.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,377 | $3,734-36.3% | $5,047-52.9% | $3,740-36.4% |
| Admin fee / account holder | $2,512 | $6,321-60.3% | $8,929-71.9% | $5,306-52.7% |