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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 | $3,000 | $183,627-98.4% | $155,602-98.1% | $145,978-97.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.66% | 61.32%-54.7pp | 64.81%-58.2pp | 550.52%-543.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,556 | $6,466-29.5% | $5,629-19.1% | $6,690-31.9% |
| Admin fee / account holder | $9,397 | $19,327-51.4% | $15,923-41.0% | $13,400-29.9% |