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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 | $21,634 | $135,956-84.1% | $123,894-82.5% | $273,972-92.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.79% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.7pp |
| Employer contribution / active EE | $51 | $5,170-99.0% | $4,617-98.9% | $4,869-99.0% |
| Participant deferral / active EE | $6,971 | $6,343+9.9% | $5,984+16.5% | $5,287+31.8% |
| Admin fee / account holder | $29,678 | $9,817+202.3% | $8,357+255.1% | $10,133+192.9% |