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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 | $11,884 | $166,268-92.9% | $165,100-92.8% | $145,897-91.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 1.29% | 100.52%-99.2pp | 70.21%-68.9pp | 552.29%-551.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,590 | $6,964-48.5% | $6,035-40.5% | $6,689-46.3% |
| Admin fee / account holder | $1,375 | $16,659-91.7% | $12,696-89.2% | $13,390-89.7% |