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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 | $5,028 | $110,379-95.4% | $102,412-95.1% | $145,884-96.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 2.94% | 24.84%-21.9pp | 24.94%-22.0pp | 551.85%-548.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,816 | $5,622-67.7% | $5,060-64.1% | $6,690-72.9% |
| Admin fee / account holder | $400 | $9,745-95.9% | $8,388-95.2% | $13,392-97.0% |