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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 | $223,823-97.8% | $211,142-97.7% | $154,746-96.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.98% | 50.39%-45.4pp | 46.84%-41.9pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,042 | $6,787-84.7% | $6,442-83.8% | $4,379-76.2% |
| Participant deferral / active EE | $8,513 | $9,750-12.7% | $9,284-8.3% | $6,730+26.5% |
| Admin fee / account holder | $28,999 | $19,707+47.2% | $19,076+52.0% | $14,365+101.9% |