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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 | $8,281 | $185,905-95.5% | $170,057-95.1% | $139,487-94.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.61% | 60.56%-54.0pp | 53.42%-46.8pp | 373.84%-367.2pp |
| Employer contribution / active EE | $170 | $7,597-97.8% | $6,790-97.5% | $4,755-96.4% |
| Participant deferral / active EE | $3,480 | $11,627-70.1% | $10,411-66.6% | $6,713-48.2% |
| Admin fee / account holder | $875 | $15,397-94.3% | $12,826-93.2% | $11,407-92.3% |