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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 | $1,928 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.78% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $386 | $4,636-91.7% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $1,663 | $6,166-73.0% | $5,453-69.5% | $6,407-74.0% |
| Admin fee / account holder | $524 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |