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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 | $10,106 | $165,381-93.9% | $149,730-93.3% | $158,966-93.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 0.25% | 348.29%-348.0pp | 276.70%-276.4pp | 302.95%-302.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,876 | $7,182-46.0% | $6,843-43.4% | $5,983-35.2% |
| Admin fee / account holder | $836 | $10,809-92.3% | $9,310-91.0% | $11,250-92.6% |