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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 | $11,536 | $154,228-92.5% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 3.55% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $826 | $4,804-82.8% | $4,554-81.9% | $4,156-80.1% |
| Participant deferral / active EE | $2,460 | $8,216-70.1% | $7,897-68.8% | $6,407-61.6% |
| Admin fee / account holder | $13,143 | $14,344-8.4% | $13,129+0.1% | $12,270+7.1% |