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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 | $211,288-97.1% | $178,540-96.6% | $145,884-95.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.77% | 30.27%-23.5pp | 27.15%-20.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $349 | $4,574-92.4% | $3,953-91.2% | $4,662-92.5% |
| Participant deferral / active EE | $1,276 | $6,967-81.7% | $6,281-79.7% | $6,690-80.9% |
| Admin fee / account holder | $310 | $12,105-97.4% | $10,424-97.0% | $13,392-97.7% |