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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 | $24,664 | $209,422-88.2% | $178,503-86.2% | $158,982-84.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 4.66% | 188.81%-184.1pp | 151.12%-146.5pp | 302.99%-298.3pp |
| Employer contribution / active EE | $1,036 | $5,707-81.8% | $5,011-79.3% | $4,763-78.2% |
| Participant deferral / active EE | $4,488 | $5,955-24.6% | $5,202-13.7% | $5,983-25.0% |
| Admin fee / account holder | $8,541 | $17,079-50.0% | $13,987-38.9% | $11,252-24.1% |