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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 | $13,197 | $201,372-93.4% | $184,260-92.8% | $145,884-91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.48% | 29.04%-21.6pp | 28.84%-21.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $508 | $7,024-92.8% | $6,427-92.1% | $4,662-89.1% |
| Participant deferral / active EE | $6,000 | $9,808-38.8% | $9,133-34.3% | $6,690-10.3% |
| Admin fee / account holder | $671 | $16,362-95.9% | $13,898-95.2% | $13,392-95.0% |