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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 | $9,727 | $172,111-94.3% | $150,298-93.5% | $137,256-92.9% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 10.00% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $331 | $4,636-92.9% | $4,154-92.0% | $4,156-92.0% |
| Participant deferral / active EE | $3,599 | $6,166-41.6% | $5,453-34.0% | $6,407-43.8% |
| Admin fee / account holder | $3,888 | $16,471-76.4% | $14,116-72.5% | $12,270-68.3% |