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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 | $13,206 | $165,399-92.0% | $149,745-91.2% | $158,982-91.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.58% | 348.34%-340.8pp | 276.72%-269.1pp | 302.99%-295.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,618 | $7,183-21.8% | $6,843-17.9% | $5,983-6.1% |
| Admin fee / account holder | $2,480 | $10,811-77.1% | $9,312-73.4% | $11,252-78.0% |