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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 | $12,563 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.80% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $915 | $4,769-80.8% | $4,268-78.6% | $4,379-79.1% |
| Participant deferral / active EE | $2,098 | $6,350-67.0% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $414 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |