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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 | $11,297 | $103,392-89.1% | $87,104-87.0% | $152,897-92.6% |
| Participation rate | 70.6% | 79.4%-8.8pp | 76.9%-6.3pp | 82.5%-11.9pp |
| Annual return | 9.27% | 28.10%-18.8pp | 28.19%-18.9pp | 345.43%-336.2pp |
| Employer contribution / active EE | $623 | $3,221-80.7% | $2,521-75.3% | $4,764-86.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $627 | $12,194-94.9% | $7,491-91.6% | $11,599-94.6% |