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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 | $11,652 | $162,821-92.8% | $133,978-91.3% | $158,982-92.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 0.93% | 41.95%-41.0pp | 45.10%-44.2pp | 302.99%-302.1pp |
| Employer contribution / active EE | $914 | $4,976-81.6% | $3,919-76.7% | $4,763-80.8% |
| Participant deferral / active EE | $1,997 | $5,910-66.2% | $5,047-60.4% | $5,983-66.6% |
| Admin fee / account holder | $496 | $11,742-95.8% | $8,930-94.4% | $11,252-95.6% |