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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 | $17,609 | $202,342-91.3% | $172,753-89.8% | $152,909-88.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 3.13% | 1029.88%-1026.7pp | 803.00%-799.9pp | 345.46%-342.3pp |
| Employer contribution / active EE | $858 | $5,857-85.3% | $5,144-83.3% | $4,764-82.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,557 | $17,112-90.9% | $13,956-88.8% | $11,601-86.6% |