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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 | $7,075 | $202,342-96.5% | $172,752-95.9% | $152,897-95.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 11.34% | 1029.83%-1018.5pp | 802.97%-791.6pp | 345.43%-334.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,458 | $5,948+8.6% | $5,198+24.2% | $5,851+10.4% |
| Admin fee / account holder | $6,643 | $17,111-61.2% | $13,955-52.4% | $11,599-42.7% |