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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 | $5,429 | $211,224-97.4% | $178,505-97.0% | $145,897-96.3% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | -11.47% | 30.28%-41.8pp | 27.16%-38.6pp | 552.29%-563.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,516 | $6,966-35.2% | $6,280-28.1% | $6,689-32.5% |
| Admin fee / account holder | $4,749 | $12,109-60.8% | $10,428-54.5% | $13,390-64.5% |