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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 | $5,699 | $129,737-95.6% | $119,126-95.2% | $154,746-96.3% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 9.44% | 379.08%-369.6pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $761 | $4,375-82.6% | $4,034-81.1% | $4,379-82.6% |
| Participant deferral / active EE | $3,258 | $5,842-44.2% | $5,318-38.7% | $6,730-51.6% |
| Admin fee / account holder | $1,576 | $11,961-86.8% | $10,693-85.3% | $14,365-89.0% |