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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 | $9,365 | $165,381-94.3% | $149,730-93.7% | $158,966-94.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -1.06% | 348.29%-349.4pp | 276.70%-277.8pp | 302.95%-304.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,896 | $7,182-4.0% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $1,218 | $10,809-88.7% | $9,310-86.9% | $11,250-89.2% |