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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 | $23,255 | $86,298-73.1% | $111,308-79.1% | $85,847-72.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 7.08% | 19.99%-12.9pp | 54.67%-47.6pp | 318.61%-311.5pp |
| Employer contribution / active EE | $413 | $2,044-79.8% | $2,732-84.9% | $2,565-83.9% |
| Participant deferral / active EE | $2,043 | $3,641-43.9% | $4,487-54.5% | $3,952-48.3% |
| Admin fee / account holder | $8,253 | $8,189+0.8% | $7,965+3.6% | $6,261+31.8% |