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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 | $175,212-96.6% | $149,682-96.1% | $139,427-95.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.37% | 166.63%-156.3pp | 134.35%-124.0pp | 373.27%-362.9pp |
| Employer contribution / active EE | $952 | $5,475-82.6% | $4,818-80.3% | $4,752-80.0% |
| Participant deferral / active EE | $1,953 | $6,520-70.0% | $5,681-65.6% | $6,711-70.9% |
| Admin fee / account holder | $11,807 | $16,150-26.9% | $13,210-10.6% | $11,404+3.5% |