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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 | $8,599 | $108,942-92.1% | $100,415-91.4% | $145,897-94.1% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 9.28% | 58.27%-49.0pp | 49.47%-40.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,081 | $8,461-4.5% | $8,091-0.1% | $6,689+20.8% |
| Admin fee / account holder | $2,401 | $9,702-75.3% | $7,906-69.6% | $13,390-82.1% |