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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 | $7,129 | $202,342-96.5% | $172,752-95.9% | $152,897-95.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.32% | 1029.83%-1026.5pp | 802.97%-799.7pp | 345.43%-342.1pp |
| Employer contribution / active EE | $962 | $5,858-83.6% | $5,144-81.3% | $4,764-79.8% |
| Participant deferral / active EE | $2,922 | $5,948-50.9% | $5,198-43.8% | $5,851-50.1% |
| Admin fee / account holder | $325 | $17,111-98.1% | $13,955-97.7% | $11,599-97.2% |