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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 | $4,984 | $111,814-95.5% | $103,374-95.2% | $145,959-96.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | -0.38% | 24.77%-25.2pp | 24.89%-25.3pp | 561.95%-562.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,428 | $5,618-39.0% | $5,058-32.2% | $6,689-48.8% |
| Admin fee / account holder | $407 | $9,754-95.8% | $8,394-95.1% | $13,398-97.0% |