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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 | $12,022 | $160,070-92.5% | $147,117-91.8% | $145,897-91.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 4.04% | 98.69%-94.6pp | 420.54%-416.5pp | 552.29%-548.2pp |
| Employer contribution / active EE | $969 | $5,285-81.7% | $4,932-80.4% | $4,663-79.2% |
| Participant deferral / active EE | $4,296 | $8,419-49.0% | $8,065-46.7% | $6,689-35.8% |
| Admin fee / account holder | $4,590 | $15,035-69.5% | $12,993-64.7% | $13,390-65.7% |