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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 | $5,081 | $181,062-97.2% | $158,223-96.8% | $155,188-96.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 7.32% | 57.39%-50.1pp | 52.09%-44.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,923 | $6,134-19.8% | $5,467-10.0% | $6,531-24.6% |
| Admin fee / account holder | $667 | $18,825-96.5% | $16,047-95.8% | $14,480-95.4% |