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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 | $13,793 | $159,934-91.4% | $147,005-90.6% | $145,959-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 98.24%-92.6pp | 418.76%-413.1pp | 561.95%-556.3pp |
| Employer contribution / active EE | $960 | $5,287-81.8% | $4,934-80.5% | $4,661-79.4% |
| Participant deferral / active EE | $6,000 | $8,427-28.8% | $8,070-25.6% | $6,689-10.3% |
| Admin fee / account holder | $64,332 | $15,053+327.4% | $13,006+394.6% | $13,398+380.2% |