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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 | $34,635 | $138,386-75.0% | $184,260-81.2% | $80,935-57.2% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.7%+8.3pp |
| Annual return | 6.78% | 20.02%-13.2pp | 28.84%-22.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $1,138 | $4,851-76.5% | $6,427-82.3% | $2,757-58.7% |
| Participant deferral / active EE | $4,248 | $7,076-40.0% | $9,133-53.5% | $4,299-1.2% |
| Admin fee / account holder | $4,568 | $10,489-56.4% | $13,898-67.1% | $6,924-34.0% |