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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 | $15,305 | $166,131-90.8% | $164,975-90.7% | $145,877-89.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 7.30% | 100.37%-93.1pp | 70.12%-62.8pp | 551.28%-544.0pp |
| Employer contribution / active EE | $736 | $5,276-86.0% | $4,343-83.0% | $4,663-84.2% |
| Participant deferral / active EE | $3,623 | $6,962-48.0% | $6,033-40.0% | $6,691-45.9% |
| Admin fee / account holder | $1,873 | $16,648-88.8% | $12,688-85.2% | $13,402-86.0% |