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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 | $9,990 | $202,342-95.1% | $172,752-94.2% | $152,897-93.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 3.44% | 1029.83%-1026.4pp | 802.97%-799.5pp | 345.43%-342.0pp |
| Employer contribution / active EE | $640 | $5,858-89.1% | $5,144-87.6% | $4,764-86.6% |
| Participant deferral / active EE | $3,198 | $5,948-46.2% | $5,198-38.5% | $5,851-45.3% |
| Admin fee / account holder | $2,614 | $17,111-84.7% | $13,955-81.3% | $11,599-77.5% |