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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 | $4,937 | $209,336-97.6% | $197,124-97.5% | $137,256-96.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.98% | 48.09%-43.1pp | 44.34%-39.4pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,042 | $6,591-84.2% | $6,227-83.3% | $4,156-74.9% |
| Participant deferral / active EE | $8,513 | $9,614-11.5% | $9,135-6.8% | $6,407+32.9% |
| Admin fee / account holder | $28,999 | $17,308+67.6% | $16,298+77.9% | $12,270+136.3% |