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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 | $4,177 | $124,425-96.6% | $112,040-96.3% | $137,256-97.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 8.46% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,682 | $5,718-53.1% | $5,098-47.4% | $6,407-58.1% |
| Admin fee / account holder | $1,043 | $15,207-93.1% | $12,098-91.4% | $12,270-91.5% |