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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 | $20,647 | $81,487-74.7% | $102,412-79.8% | $80,935-74.5% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 9.78% | 25.60%-15.8pp | 24.94%-15.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,820 | $3,871-1.3% | $5,060-24.5% | $4,299-11.1% |
| Admin fee / account holder | $3,799 | $6,717-43.4% | $8,388-54.7% | $6,924-45.1% |