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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 | $8,881 | $159,934-94.4% | $147,005-94.0% | $145,959-93.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.91% | 98.24%-90.3pp | 418.76%-410.9pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,014 | $5,287-80.8% | $4,934-79.4% | $4,661-78.2% |
| Participant deferral / active EE | $3,221 | $8,427-61.8% | $8,070-60.1% | $6,689-51.8% |
| Admin fee / account holder | $2,493 | $15,053-83.4% | $13,006-80.8% | $13,398-81.4% |