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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 | $921 | $148,582-99.4% | $135,942-99.3% | $139,456-99.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 6.31% | 79.26%-72.9pp | 68.28%-62.0pp | 373.45%-367.1pp |
| Employer contribution / active EE | $981 | $5,245-81.3% | $4,858-79.8% | $4,753-79.4% |
| Participant deferral / active EE | $2,930 | $8,101-63.8% | $7,759-62.2% | $6,711-56.3% |
| Admin fee / account holder | $5,850 | $12,402-52.8% | $10,764-45.7% | $11,407-48.7% |