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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 | $6,369 | $254,759-97.5% | $216,567-97.1% | $198,609-96.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 2.48% | 10.04%-7.6pp | 12.94%-10.5pp | 202.70%-200.2pp |
| Employer contribution / active EE | $10 | $6,096-99.8% | $5,216-99.8% | $5,055-99.8% |
| Participant deferral / active EE | $13,792 | $6,948+98.5% | $6,191+122.8% | $6,977+97.7% |
| Admin fee / account holder | $27,465 | $26,311+4.4% | $21,981+25.0% | $19,030+44.3% |