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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 | $5,950 | $209,874-97.2% | $189,537-96.9% | $167,536-96.4% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 7.50% | 748.61%-741.1pp | 555.34%-547.8pp | 478.82%-471.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,158 | $8,934-8.7% | $8,220-0.8% | $6,342+28.6% |
| Admin fee / account holder | $5,023 | $14,299-64.9% | $12,048-58.3% | $12,315-59.2% |