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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 | $10,727 | $183,592-94.2% | $155,574-93.1% | $145,877-92.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 5.25% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $538 | $5,317-89.9% | $4,676-88.5% | $4,663-88.5% |
| Participant deferral / active EE | $2,825 | $6,466-56.3% | $5,629-49.8% | $6,691-57.8% |
| Admin fee / account holder | $21,320 | $19,316+10.4% | $15,914+34.0% | $13,402+59.1% |