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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 | $7,688 | $211,288-96.4% | $178,540-95.7% | $145,884-94.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.95% | 30.27%-25.3pp | 27.15%-22.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,116 | $6,967-69.6% | $6,281-66.3% | $6,690-68.4% |
| Admin fee / account holder | $3,466 | $12,105-71.4% | $10,424-66.8% | $13,392-74.1% |