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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 | $33,370 | $275,752-87.9% | $256,809-87.0% | $198,609-83.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.14% | 34.81%-33.7pp | 32.73%-31.6pp | 202.70%-201.6pp |
| Employer contribution / active EE | $1,260 | $7,721-83.7% | $7,263-82.7% | $5,055-75.1% |
| Participant deferral / active EE | $10,000 | $10,037-0.4% | $9,520+5.0% | $6,977+43.3% |
| Admin fee / account holder | $103,770 | $25,716+303.5% | $25,146+312.7% | $19,030+445.3% |