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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 | $12,472 | $156,398-92.0% | $147,318-91.5% | $138,895-91.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 9.50% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $506 | $4,853-89.6% | $4,593-89.0% | $4,194-87.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $26,623 | $14,976+77.8% | $13,708+94.2% | $12,562+111.9% |