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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 | $24,368 | $202,342-88.0% | $172,752-85.9% | $152,897-84.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 7.66% | 1029.83%-1022.2pp | 802.97%-795.3pp | 345.43%-337.8pp |
| Employer contribution / active EE | $1,032 | $5,858-82.4% | $5,144-79.9% | $4,764-78.3% |
| Participant deferral / active EE | $6,289 | $5,948+5.7% | $5,198+21.0% | $5,851+7.5% |
| Admin fee / account holder | $2,941 | $17,111-82.8% | $13,955-78.9% | $11,599-74.6% |