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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 | $156,398-95.2% | $147,318-94.9% | $138,895-94.6% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 4.51% | 78.75%-74.2pp | 70.43%-65.9pp | 145.39%-140.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,798 | $8,237-53.9% | $7,906-52.0% | $6,396-40.6% |
| Admin fee / account holder | $16,315 | $14,976+8.9% | $13,708+19.0% | $12,562+29.9% |