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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 | $10,273 | $183,516-94.4% | $155,534-93.4% | $145,884-93.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 2.06% | 61.43%-59.4pp | 64.92%-62.9pp | 551.85%-549.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,263 | $6,467-3.2% | $5,630+11.2% | $6,690-6.4% |
| Admin fee / account holder | $1,109 | $19,293-94.3% | $15,900-93.0% | $13,392-91.7% |