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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 | $8,262 | $160,040-94.8% | $147,096-94.4% | $145,877-94.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.95% | 98.49%-90.5pp | 419.75%-411.8pp | 551.28%-543.3pp |
| Employer contribution / active EE | $390 | $5,289-92.6% | $4,936-92.1% | $4,663-91.6% |
| Participant deferral / active EE | $8,938 | $8,429+6.0% | $8,071+10.7% | $6,691+33.6% |
| Admin fee / account holder | $16,756 | $15,050+11.3% | $13,005+28.8% | $13,402+25.0% |