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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 | $9,976 | $202,342-95.1% | $172,753-94.2% | $152,909-93.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.09% | 1029.88%-1019.8pp | 803.00%-792.9pp | 345.46%-335.4pp |
| Employer contribution / active EE | $867 | $5,857-85.2% | $5,144-83.1% | $4,764-81.8% |
| Participant deferral / active EE | $2,961 | $5,948-50.2% | $5,198-43.0% | $5,851-49.4% |
| Admin fee / account holder | $1,200 | $17,112-93.0% | $13,956-91.4% | $11,601-89.7% |