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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 | $4,828 | $152,619-96.8% | $125,195-96.1% | $152,909-96.8% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 3.44% | 54.85%-51.4pp | 43.79%-40.4pp | 345.46%-342.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,877 | $5,869-51.0% | $4,937-41.7% | $5,851-50.8% |
| Admin fee / account holder | $629 | $13,437-95.3% | $9,704-93.5% | $11,601-94.6% |