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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 | $7,163 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 10.17% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $17 | $4,853-99.6% | $4,593-99.6% | $4,194-99.6% |
| Participant deferral / active EE | $3,034 | $8,237-63.2% | $7,906-61.6% | $6,396-52.6% |
| Admin fee / account holder | $3,423 | $14,976-77.1% | $13,708-75.0% | $12,562-72.8% |