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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 | $5,203 | $154,228-96.6% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.42% | 74.59%-74.2pp | 66.58%-66.2pp | 220.34%-219.9pp |
| Employer contribution / active EE | $392 | $4,804-91.9% | $4,554-91.4% | $4,156-90.6% |
| Participant deferral / active EE | $3,209 | $8,216-60.9% | $7,897-59.4% | $6,407-49.9% |
| Admin fee / account holder | $12,689 | $14,344-11.5% | $13,129-3.4% | $12,270+3.4% |