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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 | $9,540 | $156,398-93.9% | $147,318-93.5% | $138,895-93.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 8.55% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,802 | $8,237-53.9% | $7,906-51.9% | $6,396-40.6% |
| Admin fee / account holder | $1,277 | $14,976-91.5% | $13,708-90.7% | $12,562-89.8% |