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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 | $10,856 | $183,978-94.1% | $162,171-93.3% | $152,885-92.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 5.23% | 150.78%-145.5pp | 115.60%-110.4pp | 345.39%-340.2pp |
| Employer contribution / active EE | $1,223 | $6,370-80.8% | $5,613-78.2% | $4,763-74.3% |
| Participant deferral / active EE | $3,913 | $8,033-51.3% | $7,297-46.4% | $5,851-33.1% |
| Admin fee / account holder | $401 | $13,122-96.9% | $10,843-96.3% | $11,598-96.5% |