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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 | $8,527 | $180,749-95.3% | $160,784-94.7% | $137,256-93.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.31% | 2234.46%-2227.2pp | 1803.92%-1796.6pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2 | $4,155-100.0% | $3,733-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $5,605 | $6,844-18.1% | $6,293-10.9% | $6,407-12.5% |
| Admin fee / account holder | $1,539 | $10,397-85.2% | $9,717-84.2% | $12,270-87.5% |