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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 | $27,519 | $144,130-80.9% | $117,861-76.7% | $147,586-81.4% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 7.40% | 531.20%-523.8pp | 335.11%-327.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $250 | $4,897-94.9% | $3,786-93.4% | $4,876-94.9% |
| Participant deferral / active EE | $3,985 | $5,316-25.0% | $4,482-11.1% | $5,439-26.7% |
| Admin fee / account holder | $2,289 | $10,887-79.0% | $8,021-71.5% | $10,886-79.0% |