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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 | $22,192 | $80,992-72.6% | $96,534-77.0% | $75,173-70.5% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 12.54% | 27.05%-14.5pp | 25.88%-13.3pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,637 | $3,929-7.4% | $4,851-25.0% | $4,126-11.9% |
| Admin fee / account holder | $792 | $6,717-88.2% | $8,253-90.4% | $5,651-86.0% |