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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 | $8,555 | $124,980-93.2% | $108,359-92.1% | $154,746-94.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 2.25% | 45.00%-42.7pp | 36.89%-34.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,358 | $4,743+76.2% | $4,137+102.0% | $6,730+24.2% |
| Admin fee / account holder | $9,141 | $11,502-20.5% | $9,741-6.2% | $14,365-36.4% |