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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 | $4,340 | $100,139-95.7% | $85,187-94.9% | $145,884-97.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 7.11% | 84.15%-77.0pp | 66.67%-59.6pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,162 | $5,296-78.1% | $4,525-74.3% | $6,690-82.6% |
| Admin fee / account holder | $387 | $7,262-94.7% | $6,162-93.7% | $13,392-97.1% |