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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 | $223,823-95.9% | $211,142-95.7% | $154,746-94.1% |
| Participation rate | 70.6% | 87.9%-17.3pp | 87.3%-16.7pp | 80.7%-10.1pp |
| Annual return | 4.35% | 50.39%-46.0pp | 46.84%-42.5pp | 172.34%-168.0pp |
| Employer contribution / active EE | $1,185 | $6,787-82.5% | $6,442-81.6% | $4,379-72.9% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,244 | $19,707-88.6% | $19,076-88.2% | $14,365-84.4% |