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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 | $6,567 | $100,970-93.5% | $96,576-93.2% | $137,256-95.2% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 5.54% | 38.16%-32.6pp | 38.47%-32.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,047 | $8,286-39.1% | $7,956-36.6% | $6,407-21.2% |
| Admin fee / account holder | $5,584 | $11,312-50.6% | $11,381-50.9% | $12,270-54.5% |