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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 | $5,893 | $175,259-96.6% | $149,723-96.1% | $139,487-95.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.37% | 166.82%-156.5pp | 134.50%-124.1pp | 373.84%-363.5pp |
| Employer contribution / active EE | $952 | $5,478-82.6% | $4,821-80.3% | $4,755-80.0% |
| Participant deferral / active EE | $1,953 | $6,522-70.0% | $5,682-65.6% | $6,713-70.9% |
| Admin fee / account holder | $11,807 | $16,158-26.9% | $13,215-10.7% | $11,407+3.5% |