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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 | $6,350 | $183,539-96.5% | $155,556-95.9% | $145,897-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.82% | 61.31%-56.5pp | 64.84%-60.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $112 | $5,315-97.9% | $4,675-97.6% | $4,663-97.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49,017 | $19,275+154.3% | $15,885+208.6% | $13,390+266.1% |