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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 | $5,011 | $124,351-96.0% | $109,188-95.4% | $167,553-97.0% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 0.29% | 26.04%-25.8pp | 25.76%-25.5pp | 478.89%-478.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,151 | $5,257-40.0% | $4,654-32.3% | $6,343-50.3% |
| Admin fee / account holder | $403 | $7,975-94.9% | $6,755-94.0% | $12,316-96.7% |