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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 | $111,830-93.9% | $93,696-92.7% | $145,884-95.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 3.73% | 204.08%-200.3pp | 133.74%-130.0pp | 551.85%-548.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,496 | $4,920-69.6% | $4,417-66.1% | $6,690-77.6% |
| Admin fee / account holder | $417 | $10,249-95.9% | $8,287-95.0% | $13,392-96.9% |