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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 | $9,730 | $148,623-93.5% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.12% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,151 | $8,103-11.7% | $7,760-7.8% | $6,712+6.5% |
| Admin fee / account holder | $2,077 | $12,406-83.3% | $10,767-80.7% | $11,409-81.8% |