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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 | $6,336 | $167,352-96.2% | $143,788-95.6% | $134,509-95.3% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -30.83% | 0.47%-31.3pp | -0.03%-30.8pp | 418.13%-449.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,722 | $6,447-26.8% | $5,638-16.3% | $6,400-26.2% |
| Admin fee / account holder | $376 | $18,091-97.9% | $14,675-97.4% | $11,427-96.7% |