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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 | $5,531 | $110,212-95.0% | $96,534-94.3% | $139,466-96.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 3.88% | 26.42%-22.5pp | 25.88%-22.0pp | 373.66%-369.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,031 | $5,547-27.3% | $4,851-16.9% | $6,712-39.9% |
| Admin fee / account holder | $2,303 | $11,599-80.1% | $8,253-72.1% | $11,409-79.8% |