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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 | $6,640 | $165,399-96.0% | $149,745-95.6% | $158,982-95.8% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 6.62% | 348.34%-341.7pp | 276.72%-270.1pp | 302.99%-296.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,671 | $7,183-62.8% | $6,843-61.0% | $5,983-55.4% |
| Admin fee / account holder | $654 | $10,811-94.0% | $9,312-93.0% | $11,252-94.2% |