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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 | $6,570 | $156,398-95.8% | $147,318-95.5% | $138,895-95.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.15% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,527 | $8,237-69.3% | $7,906-68.0% | $6,396-60.5% |
| Admin fee / account holder | $2,305 | $14,976-84.6% | $13,708-83.2% | $12,562-81.7% |