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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 | $4,541 | $160,070-97.2% | $147,117-96.9% | $145,897-96.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.22% | 98.69%-91.5pp | 420.54%-413.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,249 | $8,419-49.5% | $8,065-47.3% | $6,689-36.5% |
| Admin fee / account holder | $5,731 | $15,035-61.9% | $12,993-55.9% | $13,390-57.2% |