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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 | $23,113 | $202,342-88.6% | $172,753-86.6% | $152,909-84.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 2.21% | 1029.88%-1027.7pp | 803.00%-800.8pp | 345.46%-343.3pp |
| Employer contribution / active EE | $878 | $5,857-85.0% | $5,144-82.9% | $4,764-81.6% |
| Participant deferral / active EE | $2,873 | $5,948-51.7% | $5,198-44.7% | $5,851-50.9% |
| Admin fee / account holder | $8,193 | $17,112-52.1% | $13,956-41.3% | $11,601-29.4% |