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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 | $18,910 | $97,550-80.6% | $120,344-84.3% | $87,485-78.4% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.7%+15.3pp | 68.9%+23.1pp |
| Annual return | 11.57% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $624 | $2,291-72.8% | $3,020-79.3% | $2,596-76.0% |
| Participant deferral / active EE | $2,496 | $4,230-41.0% | $5,135-51.4% | $4,274-41.6% |
| Admin fee / account holder | $1,579 | $9,543-83.5% | $12,742-87.6% | $7,775-79.7% |