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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 | $166,020-90.8% | $164,866-90.7% | $145,959-89.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 7.30% | 100.08%-92.8pp | 69.97%-62.7pp | 561.95%-554.6pp |
| Employer contribution / active EE | $736 | $5,275-86.0% | $4,343-83.0% | $4,661-84.2% |
| Participant deferral / active EE | $3,623 | $6,961-48.0% | $6,033-40.0% | $6,689-45.8% |
| Admin fee / account holder | $1,873 | $16,644-88.7% | $12,689-85.2% | $13,398-86.0% |