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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 | $4,224 | $117,846-96.4% | $102,434-95.9% | $145,884-97.1% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 6.36% | 31.90%-25.5pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,943 | $5,733-13.8% | $5,055-2.2% | $6,690-26.1% |
| Admin fee / account holder | $965 | $13,356-92.8% | $9,462-89.8% | $13,392-92.8% |