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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 | $20,824 | $150,447-86.2% | $136,298-84.7% | $147,586-85.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 5.34% | 1049.15%-1043.8pp | 5156.27%-5150.9pp | 578.59%-573.3pp |
| Employer contribution / active EE | $643 | $5,256-87.8% | $4,696-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $3,316 | $6,631-50.0% | $6,247-46.9% | $5,439-39.0% |
| Admin fee / account holder | $20,159 | $10,906+84.8% | $9,244+118.1% | $10,886+85.2% |