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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 | $4,816 | $157,296-96.9% | $141,191-96.6% | $152,897-96.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.32% | 64.34%-53.0pp | 71.41%-60.1pp | 345.43%-334.1pp |
| Employer contribution / active EE | $642 | $5,262-87.8% | $4,736-86.5% | $4,764-86.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $711 | $12,125-94.1% | $10,264-93.1% | $11,599-93.9% |