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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 | $552 | $129,737-99.6% | $119,126-99.5% | $154,746-99.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 3.97% | 379.08%-375.1pp | 282.11%-278.1pp | 172.34%-168.4pp |
| Employer contribution / active EE | $130 | $4,375-97.0% | $4,034-96.8% | $4,379-97.0% |
| Participant deferral / active EE | $22,068 | $5,842+277.8% | $5,318+315.0% | $6,730+227.9% |
| Admin fee / account holder | $361,321 | $11,961+2920.9% | $10,693+3279.0% | $14,365+2415.2% |