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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 | $11,922 | $124,330-90.4% | $109,173-89.1% | $167,536-92.9% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 5.94% | 26.04%-20.1pp | 25.75%-19.8pp | 478.82%-472.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,248 | $5,256-0.2% | $4,654+12.8% | $6,342-17.2% |
| Admin fee / account holder | $865 | $7,974-89.1% | $6,755-87.2% | $12,315-93.0% |