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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 | $12,292 | $156,398-92.1% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.45% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $622 | $4,853-87.2% | $4,593-86.5% | $4,194-85.2% |
| Participant deferral / active EE | $2,620 | $8,237-68.2% | $7,906-66.9% | $6,396-59.0% |
| Admin fee / account holder | $892 | $14,976-94.0% | $13,708-93.5% | $12,562-92.9% |