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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 | $7,336 | $197,625-96.3% | $177,840-95.9% | $158,966-95.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 2.24% | 58.76%-56.5pp | 48.32%-46.1pp | 302.95%-300.7pp |
| Employer contribution / active EE | $502 | $6,698-92.5% | $5,919-91.5% | $4,762-89.5% |
| Participant deferral / active EE | $3,885 | $8,405-53.8% | $7,714-49.6% | $5,983-35.1% |
| Admin fee / account holder | $3,036 | $15,405-80.3% | $12,431-75.6% | $11,250-73.0% |