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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 | $12,414 | $183,516-93.2% | $155,534-92.0% | $145,884-91.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.63% | 61.43%-57.8pp | 64.92%-61.3pp | 551.85%-548.2pp |
| Employer contribution / active EE | $214 | $5,315-96.0% | $4,675-95.4% | $4,662-95.4% |
| Participant deferral / active EE | $3,462 | $6,467-46.5% | $5,630-38.5% | $6,690-48.3% |
| Admin fee / account holder | $49,097 | $19,293+154.5% | $15,900+208.8% | $13,392+266.6% |