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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 | $27,029 | $198,462-86.4% | $170,439-84.1% | $147,585-81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.41% | 257.30%-253.9pp | 205.94%-202.5pp | 578.58%-575.2pp |
| Employer contribution / active EE | $533 | $6,184-91.4% | $5,433-90.2% | $4,876-89.1% |
| Participant deferral / active EE | $2,570 | $5,629-54.4% | $4,939-48.0% | $5,439-52.8% |
| Admin fee / account holder | $456 | $16,852-97.3% | $13,881-96.7% | $10,886-95.8% |