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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 | $4,362 | $175,257-97.5% | $149,717-97.1% | $139,456-96.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 5.54% | 166.70%-161.2pp | 134.41%-128.9pp | 373.45%-367.9pp |
| Employer contribution / active EE | $918 | $5,477-83.2% | $4,820-81.0% | $4,753-80.7% |
| Participant deferral / active EE | $2,551 | $6,521-60.9% | $5,682-55.1% | $6,711-62.0% |
| Admin fee / account holder | $676 | $16,156-95.8% | $13,213-94.9% | $11,407-94.1% |