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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 | $3,610 | $96,419-96.3% | $80,648-95.5% | $139,487-97.4% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 10.13% | 1352.86%-1342.7pp | 937.21%-927.1pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,478 | $5,225-71.7% | $4,443-66.7% | $6,713-78.0% |
| Admin fee / account holder | $558 | $6,605-91.6% | $5,382-89.6% | $11,407-95.1% |