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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 | $9,505 | $109,372-91.3% | $89,414-89.4% | $158,966-94.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.34% | 345.55%-340.2pp | 245.50%-240.2pp | 302.95%-297.6pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,952 | $4,598-57.6% | $3,890-49.8% | $5,983-67.4% |
| Admin fee / account holder | $6,928 | $6,156+12.5% | $4,883+41.9% | $11,250-38.4% |