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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 | $11,379 | $148,623-92.3% | $135,974-91.6% | $139,466-91.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 8.07% | 79.30%-71.2pp | 68.30%-60.2pp | 373.66%-365.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,820 | $8,103-52.9% | $7,760-50.8% | $6,712-43.1% |
| Admin fee / account holder | $1,287 | $12,406-89.6% | $10,767-88.1% | $11,409-88.7% |