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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 | $117,846-90.8% | $102,434-89.4% | $145,884-92.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 3.80% | 31.90%-28.1pp | 29.46%-25.7pp | 551.85%-548.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,213 | $5,733-44.0% | $5,055-36.4% | $6,690-52.0% |
| Admin fee / account holder | $3,409 | $13,356-74.5% | $9,462-64.0% | $13,392-74.5% |