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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 | $28,951 | $199,109-85.5% | $173,730-83.3% | $154,746-81.3% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.6%-8.7pp | 80.7%-9.9pp |
| Annual return | 4.77% | 20.02%-15.3pp | 19.96%-15.2pp | 172.34%-167.6pp |
| Employer contribution / active EE | $798 | $5,311-85.0% | $4,577-82.6% | $4,379-81.8% |
| Participant deferral / active EE | $3,640 | $7,113-48.8% | $6,326-42.5% | $6,730-45.9% |
| Admin fee / account holder | $34,612 | $20,916+65.5% | $17,523+97.5% | $14,365+140.9% |