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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 | $9,279 | $129,737-92.8% | $119,126-92.2% | $154,746-94.0% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 3.03% | 379.08%-376.1pp | 282.11%-279.1pp | 172.34%-169.3pp |
| Employer contribution / active EE | $876 | $4,375-80.0% | $4,034-78.3% | $4,379-80.0% |
| Participant deferral / active EE | $2,026 | $5,842-65.3% | $5,318-61.9% | $6,730-69.9% |
| Admin fee / account holder | $542 | $11,961-95.5% | $10,693-94.9% | $14,365-96.2% |