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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 | $6,620 | $160,028-95.9% | $147,080-95.5% | $145,884-95.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.47% | 98.60%-95.1pp | 420.17%-416.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,558 | $8,422-22.1% | $8,066-18.7% | $6,690-2.0% |
| Admin fee / account holder | $10,766 | $15,030-28.4% | $12,989-17.1% | $13,392-19.6% |