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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 | $3,028 | $201,344-98.5% | $184,243-98.4% | $145,877-97.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.99% | 29.01%-21.0pp | 28.82%-20.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $659 | $7,022-90.6% | $6,427-89.8% | $4,663-85.9% |
| Participant deferral / active EE | $4,488 | $9,807-54.2% | $9,132-50.9% | $6,691-32.9% |
| Admin fee / account holder | $4,581 | $16,382-72.0% | $13,914-67.1% | $13,402-65.8% |