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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 | $7,532 | $155,555-95.2% | $146,866-94.9% | $155,188-95.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 4.51% | 115.41%-110.9pp | 102.85%-98.3pp | 148.84%-144.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,798 | $8,044-52.8% | $7,759-51.1% | $6,531-41.9% |
| Admin fee / account holder | $16,315 | $14,755+10.6% | $13,620+19.8% | $14,480+12.7% |