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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 | $7,250 | $114,119-93.6% | $107,187-93.2% | $138,895-94.8% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 9.98% | 273.21%-263.2pp | 204.55%-194.6pp | 145.39%-135.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,401 | $5,538-56.6% | $5,096-52.9% | $6,396-62.5% |
| Admin fee / account holder | $576 | $10,024-94.3% | $9,162-93.7% | $12,562-95.4% |