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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 | $5,007 | $175,259-97.1% | $149,723-96.7% | $139,487-96.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.14% | 166.82%-159.7pp | 134.50%-127.4pp | 373.84%-366.7pp |
| Employer contribution / active EE | $50 | $5,478-99.1% | $4,821-99.0% | $4,755-98.9% |
| Participant deferral / active EE | $2,375 | $6,522-63.6% | $5,682-58.2% | $6,713-64.6% |
| Admin fee / account holder | $71,290 | $16,158+341.2% | $13,215+439.5% | $11,407+524.9% |