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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 | $20,726 | $202,342-89.8% | $172,753-88.0% | $152,909-86.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 2.98% | 1029.88%-1026.9pp | 803.00%-800.0pp | 345.46%-342.5pp |
| Employer contribution / active EE | $581 | $5,857-90.1% | $5,144-88.7% | $4,764-87.8% |
| Participant deferral / active EE | $2,657 | $5,948-55.3% | $5,198-48.9% | $5,851-54.6% |
| Admin fee / account holder | $4,106 | $17,112-76.0% | $13,956-70.6% | $11,601-64.6% |