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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 | $5,678 | $160,028-96.5% | $147,080-96.1% | $145,884-96.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.30% | 98.60%-92.3pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $926 | $5,286-82.5% | $4,933-81.2% | $4,662-80.1% |
| Participant deferral / active EE | $6,464 | $8,422-23.3% | $8,066-19.9% | $6,690-3.4% |
| Admin fee / account holder | $14,157 | $15,030-5.8% | $12,989+9.0% | $13,392+5.7% |