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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 | $18,356 | $198,457-90.8% | $170,435-89.2% | $147,586-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.92% | 257.30%-248.4pp | 205.94%-197.0pp | 578.59%-569.7pp |
| Employer contribution / active EE | $861 | $6,183-86.1% | $5,432-84.1% | $4,876-82.3% |
| Participant deferral / active EE | $6,161 | $5,629+9.5% | $4,939+24.7% | $5,439+13.3% |
| Admin fee / account holder | $330 | $16,852-98.0% | $13,881-97.6% | $10,886-97.0% |