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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 | $27,518 | $209,425-86.9% | $178,499-84.6% | $158,966-82.7% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 5.26% | 188.80%-183.5pp | 151.10%-145.8pp | 302.95%-297.7pp |
| Employer contribution / active EE | $592 | $5,707-89.6% | $5,011-88.2% | $4,762-87.6% |
| Participant deferral / active EE | $7,178 | $5,955+20.5% | $5,202+38.0% | $5,983+20.0% |
| Admin fee / account holder | $477 | $17,078-97.2% | $13,986-96.6% | $11,250-95.8% |