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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 | $13,856 | $175,257-92.1% | $149,717-90.7% | $139,456-90.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 5.32% | 166.70%-161.4pp | 134.41%-129.1pp | 373.45%-368.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,163 | $6,521-36.2% | $5,682-26.7% | $6,711-38.0% |
| Admin fee / account holder | $344 | $16,156-97.9% | $13,213-97.4% | $11,407-97.0% |