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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 | $4,283 | $211,224-98.0% | $178,505-97.6% | $145,897-97.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 4.98% | 30.28%-25.3pp | 27.16%-22.2pp | 552.29%-547.3pp |
| Employer contribution / active EE | -$2,897 | $4,577-163.3% | $3,955-173.2% | $4,663-162.1% |
| Participant deferral / active EE | $1,632 | $6,966-76.6% | $6,280-74.0% | $6,689-75.6% |
| Admin fee / account holder | $465 | $12,109-96.2% | $10,428-95.5% | $13,390-96.5% |