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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 | $10,423 | $176,105-94.1% | $159,474-93.5% | $167,536-93.8% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 9.79% | 331.91%-322.1pp | 263.68%-253.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $577 | $5,299-89.1% | $4,831-88.1% | $4,839-88.1% |
| Participant deferral / active EE | $3,509 | $7,751-54.7% | $7,353-52.3% | $6,342-44.7% |
| Admin fee / account holder | $6,783 | $12,559-46.0% | $10,802-37.2% | $12,315-44.9% |