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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 | $14,043 | $202,342-93.1% | $172,752-91.9% | $152,897-90.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.02% | 1029.83%-1028.8pp | 802.97%-802.0pp | 345.43%-344.4pp |
| Employer contribution / active EE | $1,199 | $5,858-79.5% | $5,144-76.7% | $4,764-74.8% |
| Participant deferral / active EE | $10,260 | $5,948+72.5% | $5,198+97.4% | $5,851+75.4% |
| Admin fee / account holder | $147,370 | $17,111+761.3% | $13,955+956.0% | $11,599+1170.5% |