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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 | $8,707 | $148,623-94.1% | $135,974-93.6% | $139,466-93.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.68% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-363.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,218 | $8,103-47.9% | $7,760-45.6% | $6,712-37.2% |
| Admin fee / account holder | $6,390 | $12,406-48.5% | $10,767-40.6% | $11,409-44.0% |