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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 | $24,829 | $87,834-71.7% | $133,975-81.5% | $62,881-60.5% |
| Participation rate | 70.6% | 83.4%-12.8pp | 87.1%-16.5pp | 69.3%+1.3pp |
| Annual return | 4.28% | 12.05%-7.8pp | 29.29%-25.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $572 | $3,482-83.6% | $5,211-89.0% | $2,281-74.9% |
| Participant deferral / active EE | $5,538 | $4,812+15.1% | $6,282-11.8% | $3,203+72.9% |
| Admin fee / account holder | $3,166 | $5,372-41.1% | $9,324-66.0% | $4,296-26.3% |