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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 | $2,381 | $129,737-98.2% | $119,126-98.0% | $154,746-98.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.49% | 379.08%-374.6pp | 282.11%-277.6pp | 172.34%-167.8pp |
| Employer contribution / active EE | $420 | $4,375-90.4% | $4,034-89.6% | $4,379-90.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,458 | $11,961+12.5% | $10,693+25.9% | $14,365-6.3% |