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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 | $12,727 | $135,956-90.6% | $123,894-89.7% | $273,972-95.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.43% | 56.63%-55.2pp | 47.52%-46.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,879 | $6,343-23.1% | $5,984-18.5% | $5,287-7.7% |
| Admin fee / account holder | $3,909 | $9,817-60.2% | $8,357-53.2% | $10,133-61.4% |