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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 | $1,815 | $199,109-99.1% | $173,730-99.0% | $154,746-98.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.84% | 20.02%-16.2pp | 19.96%-16.1pp | 172.34%-168.5pp |
| Employer contribution / active EE | $694 | $5,311-86.9% | $4,577-84.8% | $4,379-84.2% |
| Participant deferral / active EE | $4,668 | $7,113-34.4% | $6,326-26.2% | $6,730-30.6% |
| Admin fee / account holder | $108,739 | $20,916+419.9% | $17,523+520.5% | $14,365+657.0% |