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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 | $4,350 | $162,136-97.3% | $152,301-97.1% | $154,746-97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -0.34% | 91.02%-91.4pp | 80.50%-80.8pp | 172.34%-172.7pp |
| Employer contribution / active EE | $805 | $4,890-83.5% | $4,624-82.6% | $4,379-81.6% |
| Participant deferral / active EE | $2,737 | $8,341-67.2% | $8,004-65.8% | $6,730-59.3% |
| Admin fee / account holder | $4,997 | $15,759-68.3% | $14,398-65.3% | $14,365-65.2% |