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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 | $7,347 | $167,504-95.6% | $151,628-95.2% | $134,509-94.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -1209.09% | 7.81%-1216.9pp | 3.34%-1212.4pp | 418.13%-1627.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,939 | $8,985-11.6% | $8,363-5.1% | $6,400+24.0% |
| Admin fee / account holder | $554 | $13,779-96.0% | $11,613-95.2% | $11,427-95.2% |