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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 | $183,592-96.5% | $155,574-95.9% | $145,877-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.82% | 61.37%-56.6pp | 64.87%-60.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $112 | $5,317-97.9% | $4,676-97.6% | $4,663-97.6% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $49,017 | $19,316+153.8% | $15,914+208.0% | $13,402+265.7% |