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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 | $15,258 | $126,519-87.9% | $106,201-85.6% | $145,959-89.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.59% | 225.10%-218.5pp | 116.26%-109.7pp | 561.95%-555.4pp |
| Employer contribution / active EE | $305 | $3,726-91.8% | $3,170-90.4% | $4,661-93.5% |
| Participant deferral / active EE | $7,939 | $5,716+38.9% | $5,012+58.4% | $6,689+18.7% |
| Admin fee / account holder | $2,973 | $17,312-82.8% | $11,039-73.1% | $13,398-77.8% |