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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 | $7,988 | $165,361-95.2% | $149,715-94.7% | $158,950-95.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.27% | 348.24%-348.0pp | 276.66%-276.4pp | 302.91%-302.6pp |
| Employer contribution / active EE | $693 | $5,103-86.4% | $4,645-85.1% | $4,762-85.4% |
| Participant deferral / active EE | $5,143 | $7,182-28.4% | $6,842-24.8% | $5,983-14.0% |
| Admin fee / account holder | $963 | $10,808-91.1% | $9,310-89.7% | $11,248-91.4% |