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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 | $33,505 | $197,637-83.0% | $177,848-81.2% | $158,982-78.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 1.55% | 58.77%-57.2pp | 48.33%-46.8pp | 302.99%-301.4pp |
| Employer contribution / active EE | $1,249 | $6,698-81.3% | $5,919-78.9% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,715 | $15,406-88.9% | $12,431-86.2% | $11,252-84.8% |