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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 | $1,362 | $166,268-99.2% | $165,100-99.2% | $145,897-99.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.96% | 100.52%-95.6pp | 70.21%-65.2pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,160 | $6,964-69.0% | $6,035-64.2% | $6,689-67.7% |
| Admin fee / account holder | $11,252 | $16,659-32.5% | $12,696-11.4% | $13,390-16.0% |