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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 | $159,978-94.4% | $147,041-94.0% | $145,978-93.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.91% | 98.36%-90.5pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $1,014 | $5,288-80.8% | $4,935-79.5% | $4,662-78.2% |
| Participant deferral / active EE | $3,221 | $8,429-61.8% | $8,071-60.1% | $6,690-51.9% |
| Admin fee / account holder | $2,493 | $15,053-83.4% | $13,006-80.8% | $13,400-81.4% |