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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 | $17,473 | $209,425-91.7% | $178,499-90.2% | $158,966-89.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 2.93% | 188.80%-185.9pp | 151.10%-148.2pp | 302.95%-300.0pp |
| Employer contribution / active EE | $902 | $5,707-84.2% | $5,011-82.0% | $4,762-81.1% |
| Participant deferral / active EE | $3,209 | $5,955-46.1% | $5,202-38.3% | $5,983-46.4% |
| Admin fee / account holder | $13,358 | $17,078-21.8% | $13,986-4.5% | $11,250+18.7% |