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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 | $5,432 | $148,623-96.3% | $135,974-96.0% | $139,466-96.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.34% | 79.30%-73.0pp | 68.30%-62.0pp | 373.66%-367.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,841 | $8,103-15.6% | $7,760-11.8% | $6,712+1.9% |
| Admin fee / account holder | $5,827 | $12,406-53.0% | $10,767-45.9% | $11,409-48.9% |