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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 | $6,212 | $160,070-96.1% | $147,117-95.8% | $145,897-95.7% |
| Participation rate | 86.4% | 84.0%+2.3pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 6.89% | 98.69%-91.8pp | 420.54%-413.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,678 | $8,419-68.2% | $8,065-66.8% | $6,689-60.0% |
| Admin fee / account holder | $5,763 | $15,035-61.7% | $12,993-55.6% | $13,390-57.0% |