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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 | $8,446 | $175,257-95.2% | $149,717-94.4% | $139,456-93.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.82% | 166.70%-157.9pp | 134.41%-125.6pp | 373.45%-364.6pp |
| Employer contribution / active EE | $1,077 | $5,477-80.3% | $4,820-77.7% | $4,753-77.3% |
| Participant deferral / active EE | $3,009 | $6,521-53.9% | $5,682-47.0% | $6,711-55.2% |
| Admin fee / account holder | $455 | $16,156-97.2% | $13,213-96.6% | $11,407-96.0% |