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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 | $108,922-94.4% | $100,398-93.9% | $145,978-95.8% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 9.61% | 58.04%-48.4pp | 49.32%-39.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,644 | $8,450-56.9% | $8,084-54.9% | $6,690-45.5% |
| Admin fee / account holder | $4,165 | $9,680-57.0% | $7,893-47.2% | $13,400-68.9% |