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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 | $7,151 | $160,070-95.5% | $147,117-95.1% | $145,897-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,382 | $8,419-59.8% | $8,065-58.1% | $6,689-49.4% |
| Admin fee / account holder | $16,890 | $15,035+12.3% | $12,993+30.0% | $13,390+26.1% |