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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 | $583 | $202,345-99.7% | $172,755-99.7% | $152,885-99.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.82% | 1029.77%-1019.0pp | 802.94%-792.1pp | 345.39%-334.6pp |
| Employer contribution / active EE | $1,083 | $5,858-81.5% | $5,144-78.9% | $4,763-77.3% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $54,114 | $17,111+216.3% | $13,955+287.8% | $11,598+366.6% |