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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 | $14,871 | $198,457-92.5% | $170,435-91.3% | $147,586-89.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.02% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,025 | $6,183-83.4% | $5,432-81.1% | $4,876-79.0% |
| Participant deferral / active EE | $4,375 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $2,188 | $16,852-87.0% | $13,881-84.2% | $10,886-79.9% |