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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 | $8 | $185,856-100.0% | $170,028-100.0% | $139,456-100.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.48% | 60.52%-59.0pp | 53.39%-51.9pp | 373.45%-372.0pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $27,000 | $11,623+132.3% | $10,409+159.4% | $6,711+302.3% |
| Admin fee / account holder | $164,438 | $15,387+968.7% | $12,820+1182.6% | $11,407+1341.6% |