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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 | $5,073 | $148,558-96.6% | $135,925-96.3% | $139,427-96.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.19% | 79.22%-72.0pp | 68.25%-61.1pp | 373.27%-366.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $5,256 | $8,101-35.1% | $7,759-32.3% | $6,711-21.7% |
| Admin fee / account holder | $2,167 | $12,401-82.5% | $10,764-79.9% | $11,404-81.0% |