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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 | $10,892 | $117,895-90.8% | $102,460-89.4% | $145,897-92.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 3.80% | 31.92%-28.1pp | 29.47%-25.7pp | 552.29%-548.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,213 | $5,736-44.0% | $5,056-36.4% | $6,689-52.0% |
| Admin fee / account holder | $3,409 | $13,353-74.5% | $9,460-64.0% | $13,390-74.5% |