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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 | $15,544 | $159,934-90.3% | $147,005-89.4% | $145,959-89.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.28% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $176 | $5,287-96.7% | $4,934-96.4% | $4,661-96.2% |
| Participant deferral / active EE | $6,298 | $8,427-25.3% | $8,070-22.0% | $6,689-5.8% |
| Admin fee / account holder | $10,235 | $15,053-32.0% | $13,006-21.3% | $13,398-23.6% |