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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 | $12,879 | $160,028-92.0% | $147,080-91.2% | $145,884-91.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.91% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $823 | $5,286-84.4% | $4,933-83.3% | $4,662-82.3% |
| Participant deferral / active EE | $2,586 | $8,422-69.3% | $8,066-67.9% | $6,690-61.3% |
| Admin fee / account holder | $377 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |