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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 | $415 | $201,372-99.8% | $184,260-99.8% | $145,884-99.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.58% | 29.04%-25.5pp | 28.84%-25.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $1,108 | $7,024-84.2% | $6,427-82.8% | $4,662-76.2% |
| Participant deferral / active EE | $3,203 | $9,808-67.3% | $9,133-64.9% | $6,690-52.1% |
| Admin fee / account holder | $15,084 | $16,362-7.8% | $13,898+8.5% | $13,392+12.6% |