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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 | $111,535-94.9% | $105,223-94.6% | $137,256-95.8% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 9.44% | 237.85%-228.4pp | 180.65%-171.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $761 | $3,939-80.7% | $3,689-79.4% | $4,156-81.7% |
| Participant deferral / active EE | $3,258 | $5,500-40.8% | $5,072-35.8% | $6,407-49.1% |
| Admin fee / account holder | $1,576 | $9,721-83.8% | $8,859-82.2% | $12,270-87.2% |