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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 | $10,566 | $124,425-91.5% | $112,040-90.6% | $137,256-92.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.33% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $163 | $3,411-95.2% | $2,954-94.5% | $4,156-96.1% |
| Participant deferral / active EE | $2,641 | $5,718-53.8% | $5,098-48.2% | $6,407-58.8% |
| Admin fee / account holder | $12,208 | $15,207-19.7% | $12,098+0.9% | $12,270-0.5% |