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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 | $25,061 | $198,457-87.4% | $170,435-85.3% | $147,586-83.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.16% | 257.30%-253.1pp | 205.94%-201.8pp | 578.59%-574.4pp |
| Employer contribution / active EE | $645 | $6,183-89.6% | $5,432-88.1% | $4,876-86.8% |
| Participant deferral / active EE | $4,381 | $5,629-22.2% | $4,939-11.3% | $5,439-19.5% |
| Admin fee / account holder | $136,511 | $16,852+710.0% | $13,881+883.5% | $10,886+1154.0% |