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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 | $17,474 | $209,425-91.7% | $178,499-90.2% | $158,966-89.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.11% | 188.80%-182.7pp | 151.10%-145.0pp | 302.95%-296.8pp |
| Employer contribution / active EE | $362 | $5,707-93.7% | $5,011-92.8% | $4,762-92.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,551 | $17,078-79.2% | $13,986-74.6% | $11,250-68.4% |