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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 | $16,867 | $155,840-89.2% | $124,694-86.5% | $167,553-89.9% |
| Participation rate | 70.0% | 81.1%-11.1pp | 74.6%-4.6pp | 82.1%-12.1pp |
| Annual return | 9.02% | 17.98%-9.0pp | 5144.82%-5135.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $438 | $4,165-89.5% | $3,325-86.8% | $4,840-90.9% |
| Participant deferral / active EE | $1,701 | $5,675-70.0% | $4,615-63.1% | $6,343-73.2% |
| Admin fee / account holder | $3,621 | $9,536-62.0% | $7,495-51.7% | $12,316-70.6% |