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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 | $16,246 | $166,242-90.2% | $165,071-90.2% | $145,884-88.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.54% | 100.44%-94.9pp | 70.17%-64.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $173 | $5,283-96.7% | $4,347-96.0% | $4,662-96.3% |
| Participant deferral / active EE | $3,440 | $6,964-50.6% | $6,035-43.0% | $6,690-48.6% |
| Admin fee / account holder | $325 | $16,658-98.0% | $12,695-97.4% | $13,392-97.6% |