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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 | $7,271 | $109,863-93.4% | $98,477-92.6% | $167,518-95.7% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 2.80% | 1958.09%-1955.3pp | 1493.59%-1490.8pp | 478.71%-475.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,188 | $4,673-53.2% | $4,276-48.8% | $6,342-65.5% |
| Admin fee / account holder | $658 | $6,755-90.3% | $5,951-88.9% | $12,312-94.7% |