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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 | $7,456 | $112,131-93.4% | $95,964-92.2% | $158,982-95.3% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 5.76% | 171.19%-165.4pp | 91.64%-85.9pp | 302.99%-297.2pp |
| Employer contribution / active EE | $594 | $3,199-81.4% | $2,541-76.6% | $4,763-87.5% |
| Participant deferral / active EE | $2,348 | $4,784-50.9% | $4,167-43.6% | $5,983-60.8% |
| Admin fee / account holder | $4,929 | $10,136-51.4% | $6,797-27.5% | $11,252-56.2% |