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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 | $5,320 | $102,595-94.8% | $94,057-94.3% | $154,746-96.6% |
| Participation rate | 95.5% | 76.0%+19.5pp | 73.3%+22.1pp | 80.7%+14.8pp |
| Annual return | 10.27% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,144 | $5,118-58.1% | $4,709-54.5% | $6,730-68.1% |
| Admin fee / account holder | $354 | $7,736-95.4% | $7,244-95.1% | $14,365-97.5% |