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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 | $5,547 | $110,337-95.0% | $102,383-94.6% | $145,877-96.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.70% | 24.83%-16.1pp | 24.94%-16.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,958 | $5,621-29.6% | $5,060-21.8% | $6,691-40.8% |
| Admin fee / account holder | $1,520 | $9,750-84.4% | $8,391-81.9% | $13,402-88.7% |