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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 | $12,514 | $201,370-93.8% | $184,256-93.2% | $145,897-91.4% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 7.68% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $602 | $7,024-91.4% | $6,427-90.6% | $4,663-87.1% |
| Participant deferral / active EE | $3,798 | $9,808-61.3% | $9,133-58.4% | $6,689-43.2% |
| Admin fee / account holder | $790 | $16,364-95.2% | $13,899-94.3% | $13,390-94.1% |