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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 | $6,531 | $109,872-94.1% | $98,483-93.4% | $167,536-96.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 5.59% | 1959.31%-1953.7pp | 1494.38%-1488.8pp | 478.82%-473.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,990 | $4,673-14.6% | $4,276-6.7% | $6,342-37.1% |
| Admin fee / account holder | $499 | $6,757-92.6% | $5,953-91.6% | $12,315-95.9% |