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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 | $32,037 | $125,797-74.5% | $170,057-81.2% | $75,177-57.4% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.0%-13.9pp | 67.2%+5.9pp |
| Annual return | 10.27% | 27.20%-16.9pp | 53.42%-43.1pp | 160.75%-150.5pp |
| Employer contribution / active EE | $1,069 | $4,616-76.9% | $6,790-84.3% | $2,671-60.0% |
| Participant deferral / active EE | $3,146 | $6,838-54.0% | $10,411-69.8% | $4,126-23.8% |
| Admin fee / account holder | $7,426 | $8,177-9.2% | $12,826-42.1% | $5,651+31.4% |