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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 | $10,137 | $160,070-93.7% | $147,117-93.1% | $145,897-93.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 8.16% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $773 | $5,285-85.4% | $4,932-84.3% | $4,663-83.4% |
| Participant deferral / active EE | $3,139 | $8,419-62.7% | $8,065-61.1% | $6,689-53.1% |
| Admin fee / account holder | $3,040 | $15,035-79.8% | $12,993-76.6% | $13,390-77.3% |