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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 | $211,105-98.0% | $178,449-97.6% | $145,978-97.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 4.98% | 30.19%-25.2pp | 27.09%-22.1pp | 550.52%-545.5pp |
| Employer contribution / active EE | -$2,897 | $4,569-163.4% | $3,951-173.3% | $4,662-162.1% |
| Participant deferral / active EE | $1,632 | $6,959-76.5% | $6,277-74.0% | $6,690-75.6% |
| Admin fee / account holder | $465 | $12,017-96.1% | $10,362-95.5% | $13,400-96.5% |