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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 | $5,348 | $211,224-97.5% | $178,505-97.0% | $145,897-96.3% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | -0.72% | 30.28%-31.0pp | 27.16%-27.9pp | 552.29%-553.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,804 | $6,966-45.4% | $6,280-39.4% | $6,689-43.1% |
| Admin fee / account holder | $1,932 | $12,109-84.0% | $10,428-81.5% | $13,390-85.6% |