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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 | $9,072 | $209,336-95.7% | $197,124-95.4% | $137,256-93.4% |
| Participation rate | 70.6% | 87.3%-16.7pp | 86.7%-16.1pp | 80.0%-9.4pp |
| Annual return | 4.35% | 48.09%-43.7pp | 44.34%-40.0pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,185 | $6,591-82.0% | $6,227-81.0% | $4,156-71.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,244 | $17,308-87.0% | $16,298-86.2% | $12,270-81.7% |