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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 | $5,480 | $199,109-97.2% | $173,730-96.8% | $154,746-96.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.14% | 20.02%-11.9pp | 19.96%-11.8pp | 172.34%-164.2pp |
| Employer contribution / active EE | $920 | $5,311-82.7% | $4,577-79.9% | $4,379-79.0% |
| Participant deferral / active EE | $4,310 | $7,113-39.4% | $6,326-31.9% | $6,730-36.0% |
| Admin fee / account holder | $794 | $20,916-96.2% | $17,523-95.5% | $14,365-94.5% |