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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 | $6,116 | $211,224-97.1% | $178,505-96.6% | $145,897-95.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.77% | 30.28%-23.5pp | 27.16%-20.4pp | 552.29%-545.5pp |
| Employer contribution / active EE | $349 | $4,577-92.4% | $3,955-91.2% | $4,663-92.5% |
| Participant deferral / active EE | $1,276 | $6,966-81.7% | $6,280-79.7% | $6,689-80.9% |
| Admin fee / account holder | $310 | $12,109-97.4% | $10,428-97.0% | $13,390-97.7% |