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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 | $12,795 | $209,428-93.9% | $178,498-92.8% | $158,950-92.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.84% | 188.78%-187.9pp | 151.09%-150.3pp | 302.91%-302.1pp |
| Employer contribution / active EE | $1,138 | $5,707-80.1% | $5,011-77.3% | $4,762-76.1% |
| Participant deferral / active EE | $3,964 | $5,955-33.4% | $5,202-23.8% | $5,983-33.7% |
| Admin fee / account holder | $6,771 | $17,077-60.3% | $13,985-51.6% | $11,248-39.8% |