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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 | $14,212 | $202,440-93.0% | $169,390-91.6% | $139,466-89.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 4.33% | 532.36%-528.0pp | 406.07%-401.7pp | 373.66%-369.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,372 | $6,940-65.8% | $6,222-61.9% | $6,712-64.7% |
| Admin fee / account holder | $5,052 | $10,722-52.9% | $9,015-44.0% | $11,409-55.7% |