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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 | $208,088-95.9% | $186,193-95.4% | $154,746-94.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.31% | 89.97%-82.7pp | 78.03%-70.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $2 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,605 | $7,078-20.8% | $6,513-13.9% | $6,730-16.7% |
| Admin fee / account holder | $1,539 | $11,698-86.8% | $11,058-86.1% | $14,365-89.3% |