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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 | $16,331 | $106,008-84.6% | $92,240-82.3% | $147,586-88.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 7.36% | 50.05%-42.7pp | 176.29%-168.9pp | 578.59%-571.2pp |
| Employer contribution / active EE | $445 | $4,333-89.7% | $3,680-87.9% | $4,876-90.9% |
| Participant deferral / active EE | $1,781 | $4,478-60.2% | $3,897-54.3% | $5,439-67.3% |
| Admin fee / account holder | $1,287 | $6,333-79.7% | $5,194-75.2% | $10,886-88.2% |