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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 | $12,753 | $162,136-92.1% | $152,301-91.6% | $154,746-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.00% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $473 | $4,890-90.3% | $4,624-89.8% | $4,379-89.2% |
| Participant deferral / active EE | $9,495 | $8,341+13.8% | $8,004+18.6% | $6,730+41.1% |
| Admin fee / account holder | $67,822 | $15,759+330.4% | $14,398+371.1% | $14,365+372.1% |