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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 | $21,997 | $198,457-88.9% | $170,435-87.1% | $147,586-85.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.64% | 257.30%-248.7pp | 205.94%-197.3pp | 578.59%-570.0pp |
| Employer contribution / active EE | $984 | $6,183-84.1% | $5,432-81.9% | $4,876-79.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,171 | $16,852+1.9% | $13,881+23.7% | $10,886+57.7% |