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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 | $12,578 | $183,516-93.1% | $155,534-91.9% | $145,884-91.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 7.82% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $670 | $5,315-87.4% | $4,675-85.7% | $4,662-85.6% |
| Participant deferral / active EE | $1,918 | $6,467-70.3% | $5,630-65.9% | $6,690-71.3% |
| Admin fee / account holder | $16,314 | $19,293-15.4% | $15,900+2.6% | $13,392+21.8% |