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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 | $8,603 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 10.04% | 74.59%-64.6pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $251 | $4,804-94.8% | $4,554-94.5% | $4,156-94.0% |
| Participant deferral / active EE | $2,900 | $8,216-64.7% | $7,897-63.3% | $6,407-54.7% |
| Admin fee / account holder | $6,594 | $14,344-54.0% | $13,129-49.8% | $12,270-46.3% |