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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 | $212,386-97.9% | $199,883-97.7% | $138,895-96.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 3.00% | 47.75%-44.8pp | 43.81%-40.8pp | 145.39%-142.4pp |
| Employer contribution / active EE | $16 | $6,625-99.8% | $6,261-99.7% | $4,194-99.6% |
| Participant deferral / active EE | $3,548 | $9,617-63.1% | $9,138-61.2% | $6,396-44.5% |
| Admin fee / account holder | $18,226 | $18,2330% | $17,268+5.5% | $12,562+45.1% |