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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 | $6,076 | $108,897-94.4% | $100,378-93.9% | $145,877-95.8% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 9.61% | 58.17%-48.6pp | 49.41%-39.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,644 | $8,455-56.9% | $8,087-54.9% | $6,691-45.5% |
| Admin fee / account holder | $4,165 | $9,690-57.0% | $7,899-47.3% | $13,402-68.9% |