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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 | $185,312-94.8% | $161,489-94.0% | $154,746-93.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 10.00% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $331 | $4,769-93.1% | $4,268-92.2% | $4,379-92.4% |
| Participant deferral / active EE | $3,599 | $6,350-43.3% | $5,630-36.1% | $6,730-46.5% |
| Admin fee / account holder | $3,888 | $18,654-79.2% | $16,006-75.7% | $14,365-72.9% |