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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 | $27,646 | $202,342-86.3% | $172,753-84.0% | $152,909-81.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.85% | 1029.88%-1027.0pp | 803.00%-800.2pp | 345.46%-342.6pp |
| Employer contribution / active EE | $850 | $5,857-85.5% | $5,144-83.5% | $4,764-82.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $513 | $17,112-97.0% | $13,956-96.3% | $11,601-95.6% |