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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 | $3,429 | $183,516-98.1% | $155,534-97.8% | $145,884-97.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 5.51% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,676 | $6,467-58.6% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $2,223 | $19,293-88.5% | $15,900-86.0% | $13,392-83.4% |