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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 | $11,360 | $175,257-93.5% | $149,717-92.4% | $139,456-91.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.35% | 166.70%-163.3pp | 134.41%-131.1pp | 373.45%-370.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,525 | $6,521-61.3% | $5,682-55.6% | $6,711-62.4% |
| Admin fee / account holder | $103,773 | $16,156+542.3% | $13,213+685.4% | $11,407+809.7% |