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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 | $13,411 | $275,752-95.1% | $256,809-94.8% | $198,609-93.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -1.96% | 34.81%-36.8pp | 32.73%-34.7pp | 202.70%-204.7pp |
| Employer contribution / active EE | $1,416 | $7,721-81.7% | $7,263-80.5% | $5,055-72.0% |
| Participant deferral / active EE | $4,775 | $10,037-52.4% | $9,520-49.8% | $6,977-31.6% |
| Admin fee / account holder | $1,880 | $25,716-92.7% | $25,146-92.5% | $19,030-90.1% |