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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 | $4,726 | $211,239-97.8% | $178,528-97.4% | $145,877-96.8% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | -4.59% | 30.22%-34.8pp | 27.11%-31.7pp | 551.28%-555.9pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,814 | $6,963-73.9% | $6,278-71.1% | $6,691-72.9% |
| Admin fee / account holder | $589 | $12,095-95.1% | $10,419-94.3% | $13,402-95.6% |