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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 | $4,917 | $198,457-97.5% | $170,435-97.1% | $147,586-96.7% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 5.56% | 257.30%-251.7pp | 205.94%-200.4pp | 578.59%-573.0pp |
| Employer contribution / active EE | $455 | $6,183-92.6% | $5,432-91.6% | $4,876-90.7% |
| Participant deferral / active EE | $1,998 | $5,629-64.5% | $4,939-59.6% | $5,439-63.3% |
| Admin fee / account holder | $729 | $16,852-95.7% | $13,881-94.8% | $10,886-93.3% |