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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 | $7,495 | $115,796-93.5% | $101,264-92.6% | $158,950-95.3% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 2.99% | 56.15%-53.2pp | 46.48%-43.5pp | 302.91%-299.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,064 | $4,958-58.4% | $4,370-52.8% | $5,983-65.5% |
| Admin fee / account holder | $700 | $7,247-90.3% | $5,947-88.2% | $11,248-93.8% |