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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 | $6,795 | $111,785-93.9% | $93,669-92.7% | $145,877-95.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 3.73% | 203.79%-200.1pp | 133.59%-129.9pp | 551.28%-547.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,496 | $4,919-69.6% | $4,416-66.1% | $6,691-77.6% |
| Admin fee / account holder | $417 | $10,256-95.9% | $8,291-95.0% | $13,402-96.9% |