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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 | $29,537 | $202,342-85.4% | $172,753-82.9% | $152,909-80.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.16% | 1029.88%-1022.7pp | 803.00%-795.8pp | 345.46%-338.3pp |
| Employer contribution / active EE | $816 | $5,857-86.1% | $5,144-84.1% | $4,764-82.9% |
| Participant deferral / active EE | $6,462 | $5,948+8.6% | $5,198+24.3% | $5,851+10.4% |
| Admin fee / account holder | $534 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |