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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 | $4,310 | $209,422-97.9% | $178,503-97.6% | $158,982-97.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 3.39% | 188.81%-185.4pp | 151.12%-147.7pp | 302.99%-299.6pp |
| Employer contribution / active EE | $288 | $5,707-94.9% | $5,011-94.2% | $4,763-93.9% |
| Participant deferral / active EE | $3,125 | $5,955-47.5% | $5,202-39.9% | $5,983-47.8% |
| Admin fee / account holder | $12,548 | $17,079-26.5% | $13,987-10.3% | $11,252+11.5% |