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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 | $3,740 | $160,040-97.7% | $147,096-97.5% | $145,877-97.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.59% | 98.49%-93.9pp | 419.75%-415.2pp | 551.28%-546.7pp |
| Employer contribution / active EE | $934 | $5,289-82.3% | $4,936-81.1% | $4,663-80.0% |
| Participant deferral / active EE | $3,290 | $8,429-61.0% | $8,071-59.2% | $6,691-50.8% |
| Admin fee / account holder | $1,081 | $15,050-92.8% | $13,005-91.7% | $13,402-91.9% |