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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 | $9,278 | $185,883-95.0% | $170,043-94.5% | $139,466-93.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.86% | 60.54%-53.7pp | 53.40%-46.5pp | 373.66%-366.8pp |
| Employer contribution / active EE | $1,056 | $7,596-86.1% | $6,790-84.5% | $4,754-77.8% |
| Participant deferral / active EE | $4,386 | $11,626-62.3% | $10,410-57.9% | $6,712-34.7% |
| Admin fee / account holder | $1,473 | $15,393-90.4% | $12,824-88.5% | $11,409-87.1% |