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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 | $7,356 | $209,425-96.5% | $178,499-95.9% | $158,966-95.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 1.50% | 188.80%-187.3pp | 151.10%-149.6pp | 302.95%-301.4pp |
| Employer contribution / active EE | $1,090 | $5,707-80.9% | $5,011-78.2% | $4,762-77.1% |
| Participant deferral / active EE | $3,145 | $5,955-47.2% | $5,202-39.6% | $5,983-47.4% |
| Admin fee / account holder | $333 | $17,078-98.0% | $13,986-97.6% | $11,250-97.0% |