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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 | $4,538 | $227,291-98.0% | $214,702-97.9% | $155,188-97.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 87.5%-9.7pp | 80.8%-3.0pp |
| Annual return | 3.00% | 60.08%-57.1pp | 54.55%-51.6pp | 148.84%-145.8pp |
| Employer contribution / active EE | $16 | $6,772-99.8% | $6,461-99.8% | $4,248-99.6% |
| Participant deferral / active EE | $3,548 | $9,582-63.0% | $9,147-61.2% | $6,531-45.7% |
| Admin fee / account holder | $18,226 | $20,413-10.7% | $19,830-8.1% | $14,480+25.9% |