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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 | $165,361-92.0% | $149,715-91.2% | $158,950-91.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 7.58% | 348.24%-340.7pp | 276.66%-269.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,618 | $7,182-21.8% | $6,842-17.9% | $5,983-6.1% |
| Admin fee / account holder | $2,480 | $10,808-77.1% | $9,310-73.4% | $11,248-78.0% |