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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 | $16,398 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.44% | 61.31%-56.9pp | 64.84%-60.4pp | 552.29%-547.8pp |
| Employer contribution / active EE | $577 | $5,315-89.1% | $4,675-87.7% | $4,663-87.6% |
| Participant deferral / active EE | $2,879 | $6,467-55.5% | $5,631-48.9% | $6,689-57.0% |
| Admin fee / account holder | $2,574 | $19,275-86.6% | $15,885-83.8% | $13,390-80.8% |