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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 | $975 | $97,125-99.0% | $86,233-98.9% | $137,256-99.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 10.70% | 74.19%-63.5pp | 61.39%-50.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,178 | $5,180-77.3% | $4,559-74.2% | $6,407-81.6% |
| Admin fee / account holder | $1,172 | $9,725-88.0% | $8,342-86.0% | $12,270-90.5% |