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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 | $5,233 | $215,361-97.6% | $171,082-96.9% | $273,972-98.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 0.20% | 25.14%-24.9pp | 32.56%-32.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $877 | $5,543-84.2% | $4,797-81.7% | $5,287-83.4% |
| Admin fee / account holder | $2,468 | $10,846-77.2% | $8,520-71.0% | $10,133-75.6% |