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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 | $3,976 | $209,336-98.1% | $197,124-98.0% | $137,256-97.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.63% | 48.09%-39.5pp | 44.34%-35.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $235 | $6,591-96.4% | $6,227-96.2% | $4,156-94.3% |
| Participant deferral / active EE | $11,202 | $9,614+16.5% | $9,135+22.6% | $6,407+74.8% |
| Admin fee / account holder | $12,567 | $17,308-27.4% | $16,298-22.9% | $12,270+2.4% |