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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 | $95,453-80.2% | $112,040-83.1% | $82,448-77.1% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 11.57% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $624 | $2,318-73.1% | $2,954-78.9% | $2,551-75.5% |
| Participant deferral / active EE | $2,496 | $4,224-40.9% | $5,098-51.0% | $4,139-39.7% |
| Admin fee / account holder | $1,579 | $9,013-82.5% | $12,098-86.9% | $7,234-78.2% |