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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 | $3,676 | $174,379-97.9% | $152,093-97.6% | $138,895-97.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.76% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $474 | $4,652-89.8% | $4,175-88.6% | $4,194-88.7% |
| Participant deferral / active EE | $13,200 | $6,159+114.3% | $5,451+142.1% | $6,396+106.4% |
| Admin fee / account holder | $98,964 | $16,880+486.3% | $14,497+582.7% | $12,562+687.8% |