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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 | $3,696 | $165,361-97.8% | $149,715-97.5% | $158,950-97.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.17% | 348.24%-344.1pp | 276.66%-272.5pp | 302.91%-298.7pp |
| Employer contribution / active EE | $489 | $5,103-90.4% | $4,645-89.5% | $4,762-89.7% |
| Participant deferral / active EE | $2,353 | $7,182-67.2% | $6,842-65.6% | $5,983-60.7% |
| Admin fee / account holder | $14,774 | $10,808+36.7% | $9,310+58.7% | $11,248+31.3% |