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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 | $15,240 | $202,345-92.5% | $172,755-91.2% | $152,885-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.87% | 1029.77%-1017.9pp | 802.94%-791.1pp | 345.39%-333.5pp |
| Employer contribution / active EE | $344 | $5,858-94.1% | $5,144-93.3% | $4,763-92.8% |
| Participant deferral / active EE | $2,223 | $5,948-62.6% | $5,198-57.2% | $5,851-62.0% |
| Admin fee / account holder | $1,024 | $17,111-94.0% | $13,955-92.7% | $11,598-91.2% |