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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 | $5,556 | $157,304-96.5% | $141,197-96.1% | $152,909-96.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 10.30% | 64.34%-54.0pp | 71.41%-61.1pp | 345.46%-335.2pp |
| Employer contribution / active EE | $217 | $5,263-95.9% | $4,736-95.4% | $4,764-95.5% |
| Participant deferral / active EE | $2,728 | $7,111-61.6% | $6,710-59.4% | $5,851-53.4% |
| Admin fee / account holder | $1,265 | $12,126-89.6% | $10,265-87.7% | $11,601-89.1% |