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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 | $11,248 | $106,749-89.5% | $145,433-92.3% | $82,448-86.4% |
| Participation rate | 86.8% | 75.6%+11.2pp | 82.1%+4.7pp | 68.1%+18.8pp |
| Annual return | 13.72% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,818 | $6,519-56.8% | $7,897-64.3% | $4,139-31.9% |
| Admin fee / account holder | $2,833 | $8,390-66.2% | $13,129-78.4% | $7,234-60.8% |