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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 | $8,413 | $114,119-92.6% | $107,187-92.2% | $138,895-93.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 79.9%+14.2pp |
| Annual return | 10.47% | 273.21%-262.7pp | 204.55%-194.1pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,440 | $5,538-37.9% | $5,096-32.5% | $6,396-46.2% |
| Admin fee / account holder | $1,078 | $10,024-89.2% | $9,162-88.2% | $12,562-91.4% |