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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 | $14,771 | $165,399-91.1% | $149,745-90.1% | $158,982-90.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.91% | 348.34%-340.4pp | 276.72%-268.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,704 | $7,183-6.7% | $6,843-2.0% | $5,983+12.0% |
| Admin fee / account holder | $4,021 | $10,811-62.8% | $9,312-56.8% | $11,252-64.3% |