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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 | $5,284 | $100,147-94.7% | $81,286-93.5% | $145,877-96.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | -3.99% | 34.44%-38.4pp | 24.80%-28.8pp | 551.28%-555.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,216 | $4,607+13.2% | $3,883+34.3% | $6,691-22.0% |
| Admin fee / account holder | $692 | $8,201-91.6% | $5,764-88.0% | $13,402-94.8% |