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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 | $27,107 | $82,032-67.0% | $123,106-78.0% | $59,633-54.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 86.8%+2.1pp | 68.7%+20.2pp |
| Annual return | -9.48% | 5.12%-14.6pp | 13.22%-22.7pp | 2041.40%-2050.9pp |
| Employer contribution / active EE | $848 | $3,297-74.3% | $5,151-83.5% | $2,203-61.5% |
| Participant deferral / active EE | $4,277 | $4,667-8.3% | $6,229-31.3% | $3,192+34.0% |
| Admin fee / account holder | $558 | $5,881-90.5% | $9,015-93.8% | $4,297-87.0% |