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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 | $7,018 | $108,942-93.6% | $100,415-93.0% | $145,897-95.2% |
| Participation rate | 81.8% | 83.0%-1.2pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 9.12% | 58.27%-49.2pp | 49.47%-40.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,740 | $8,461-55.8% | $8,091-53.8% | $6,689-44.1% |
| Admin fee / account holder | $4,834 | $9,702-50.2% | $7,906-38.9% | $13,390-63.9% |