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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 | $162,136-96.8% | $152,301-96.6% | $154,746-96.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 0.42% | 91.02%-90.6pp | 80.50%-80.1pp | 172.34%-171.9pp |
| Employer contribution / active EE | $392 | $4,890-92.0% | $4,624-91.5% | $4,379-91.1% |
| Participant deferral / active EE | $3,209 | $8,341-61.5% | $8,004-59.9% | $6,730-52.3% |
| Admin fee / account holder | $12,689 | $15,759-19.5% | $14,398-11.9% | $14,365-11.7% |