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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 | $8,317 | $172,111-95.2% | $150,298-94.5% | $137,256-93.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 2.78% | 69.37%-66.6pp | 62.79%-60.0pp | 220.34%-217.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,538 | $6,166-10.2% | $5,453+1.6% | $6,407-13.6% |
| Admin fee / account holder | $1,523 | $16,471-90.8% | $14,116-89.2% | $12,270-87.6% |