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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 | $5,705 | $176,120-96.8% | $159,487-96.4% | $167,553-96.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.82% | 331.95%-331.1pp | 263.71%-262.9pp | 478.89%-478.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,768 | $7,752-25.6% | $7,354-21.6% | $6,343-9.1% |
| Admin fee / account holder | $13,359 | $12,561+6.4% | $10,804+23.7% | $12,316+8.5% |