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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 | $5,843 | $156,398-96.3% | $147,318-96.0% | $138,895-95.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 11.46% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,206 | $8,237-61.1% | $7,906-59.5% | $6,396-49.9% |
| Admin fee / account holder | $1,155 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |