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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 | $2,882 | $166,268-98.3% | $165,100-98.3% | $145,897-98.0% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 1.78% | 100.52%-98.7pp | 70.21%-68.4pp | 552.29%-550.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,607 | $6,964-62.6% | $6,035-56.8% | $6,689-61.0% |
| Admin fee / account holder | $1,502 | $16,659-91.0% | $12,696-88.2% | $13,390-88.8% |