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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 | $13,342 | $202,342-93.4% | $172,753-92.3% | $152,909-91.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.29% | 1029.88%-1029.6pp | 803.00%-802.7pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,002 | $5,857-82.9% | $5,144-80.5% | $4,764-79.0% |
| Participant deferral / active EE | $3,517 | $5,948-40.9% | $5,198-32.3% | $5,851-39.9% |
| Admin fee / account holder | $55,849 | $17,112+226.4% | $13,956+300.2% | $11,601+381.4% |