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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 | $24,953 | $198,457-87.4% | $170,435-85.4% | $147,586-83.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 3.35% | 257.30%-254.0pp | 205.94%-202.6pp | 578.59%-575.2pp |
| Employer contribution / active EE | $1,157 | $6,183-81.3% | $5,432-78.7% | $4,876-76.3% |
| Participant deferral / active EE | $2,403 | $5,629-57.3% | $4,939-51.3% | $5,439-55.8% |
| Admin fee / account holder | $135,464 | $16,852+703.8% | $13,881+875.9% | $10,886+1144.4% |