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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 | $1,227 | $154,228-99.2% | $145,433-99.2% | $137,256-99.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.54% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $84 | $4,804-98.3% | $4,554-98.2% | $4,156-98.0% |
| Participant deferral / active EE | $2,631 | $8,216-68.0% | $7,897-66.7% | $6,407-58.9% |
| Admin fee / account holder | $3,165 | $14,344-77.9% | $13,129-75.9% | $12,270-74.2% |