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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 | $16,308 | $152,612-89.3% | $125,192-87.0% | $152,897-89.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 9.50% | 54.85%-45.3pp | 43.79%-34.3pp | 345.43%-335.9pp |
| Employer contribution / active EE | $887 | $4,947-82.1% | $3,866-77.1% | $4,764-81.4% |
| Participant deferral / active EE | $8,883 | $5,868+51.4% | $4,937+79.9% | $5,851+51.8% |
| Admin fee / account holder | $13,983 | $13,437+4.1% | $9,704+44.1% | $11,599+20.6% |