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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 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.00% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $473 | $4,853-90.3% | $4,593-89.7% | $4,194-88.7% |
| Participant deferral / active EE | $9,495 | $8,237+15.3% | $7,906+20.1% | $6,396+48.4% |
| Admin fee / account holder | $67,822 | $14,976+352.9% | $13,708+394.8% | $12,562+439.9% |